Investment adviser · CRD 147444
BURROS WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Jun 27, 2012
- Regulatory AUM
- $27.5M Form ADV · Item 5.F
- Client accounts
- 155 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe 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: Jun 27, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
7900 E. UNION AVE., SUITE 1100DENVER, CO, 80237, United States
CRD 147444
Filing source
Form ADV 656137 · Jun 27, 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.