← Tributary

BURR FINANCIAL SERVICES, LLC

· CRD 323114 · IAPD ↗ · 925-676-6007

$138.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — BURR FINANCIAL SERVICES, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — BURR FINANCIAL SERVICES, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — BURR FINANCIAL SERVICES, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
February 2025 — BURR FINANCIAL SERVICES, LLC reported RAUM up 31% ($118.5M -> $155.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
February 2025 — BURR FINANCIAL SERVICES, LLC now reports custody of client assets ($65.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
February 2025 — BURR FINANCIAL SERVICES, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
February 2025 — BURR FINANCIAL SERVICES, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
August 2024 — BURR FINANCIAL SERVICES, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
June 2024 — BURR FINANCIAL SERVICES, LLC now reports custody of client assets ($55.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
64
March 2024 — BURR FINANCIAL SERVICES, LLC reported RAUM up 46% ($81.4M -> $118.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — BURR FINANCIAL SERVICES, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.