Investment adviser · CRD 141975

BURR & COMPANY, LLC

Investment adviser filing (IA)

OSTERVILLE, MA, United States · Form ADV filed Jul 24, 2012

Regulatory AUM
$25.9M
Form ADV · Item 5.F
Client accounts
25
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 24, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

872 MAIN STREET
OSTERVILLE, MA, 02655, United States

CRD 141975

Filing source

Form ADV 661263 · Jul 24, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.