Burrus Financial Services

EST. AUM
$240,658,000

CONTACTS

CLIENT ACCOUNTS
671

Firm Details

Metro area Salt Lake City
CRD Number 141435
Website burrus.biz
Client types

Overview

Burrus Financial Services is an independent, fee-only, registered investment advisory firm with a fiduciary duty to the clients Burrus Financial Services serves. Burrus offers comprehensive financial planning which includes investment advice, asset allocation strategies, tax management, estate planning, and risk management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Burrus Financial Services

Platform Details

Investment Preferences

Alternative Activity

Address

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