BURRUS
BURRUS FINANCIAL SERVICES, INC. Legal Name
Adviser information for BURRUS last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 375 | $228.4M |
| Non-Discretionary | 0 | $0 |
| Total | 375 | $228.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 221 | $59.6M |
| HNW Individuals | 154 | $168.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-80922 |
|---|---|
| SEC ERA File Number | 801-80922 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 141435 |
| Legal Entity Identifier | None |
Principal Office
2455 E PARLEY'S WAYSUITE 115
SALT LAKE CITY
UT
United States
Monday - Friday, 8AM-4PM
Tel: 801-532-0505, Fax: 801-532-5002
Websites
Chief Compliance Officer
CHARLES REIMERS
FINANCIAL ADVISOR REPRESENTATIVE
2455 E PARLEY'S WAY SUITE 115
SALT LAKE CITY
UT
United States
Tel:
801 532-0505
Fax:
801 532-5002
C******@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLAND, JEFF, BURRUS | Individual | – | MANAGING DIRECTOR / PRESIDENT | 01/2017 | > 75% |
| REIMERS, CHARLES, William | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |