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BURR & COMPANY, LLC
CRD 141975 · SEC 801-67201
1112 MAIN STREET, SUITE 1, OSTERVILLE, MA, 02655, United States
Phone
508.428.1677
Fax
508.420.0681
Registration
— (—)
Source
State registered
Total AUM
$56.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $4.5M |
| High net worth individuals | 16 | $51.6M |
All web addresses on file
Official SEC filing: View on IAPD