Overview
Assets Under Management: $213 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 2
Average Client Assets: $53 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.87
Average High-Net-Worth Client Assets: $53 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