Burr & Company, Inc. (Osterville)


Burr & Company, Inc. is a large advisory firm based in Osterville. It manages $26.26 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

Burr & Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Burr & Company: assets under management

The assets under management (AUM) of Burr & Company, Inc. is $26.26 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $556.08 thousand in discretionary accounts and $25.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $556.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.98 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Burr & Company, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Osterville

The principal office where Burr & Company, Inc. performs its advisory services is located at 872 Main Street, Osterville, MA 02655 The mailing address of the firm is P. O. Box 19, Osterville, MA 02655 0019. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508.428.1677. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.

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