Overview
Assets Under Management: $213 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
BURRUS FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141435), BURRUS FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
BURRUS FINANCIAL SERVICES, INC. is headquartered in SALT LAKE CITY, UT.
BURRUS FINANCIAL SERVICES, INC. serves 51 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, BURRUS FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BURRUS FINANCIAL SERVICES, INC. manages $213 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, BURRUS FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 645
Discretionary Accounts: 645
Regulatory Filings
CRD Number: 141435
Filing ID: 1963896
Last Filing Date: 2025-03-27 14:39:00
Website: https://burrusfinancial.com