Kearney Burch Financial Services, Inc. (San Ramon)

Name: Kearney Burch Financial Services, Inc.
Address: 2694 Bishop Drive, Suite 290, San Ramon, CA, 94583 4449
Telephone: 925-275-4940

Kearney Burch Financial Services, Inc. is an adviser based in San Ramon. It manages $21.68 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2008.

Kearney Burch Financial Services provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kearney Burch Financial Services: assets under management

The assets under management (AUM) of Kearney Burch Financial Services, Inc. is $21.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $285.26 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kearney Burch Financial Services, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kearney Burch Financial Services, Inc.

Robert Alan Burch has been acting as President since 1 Oct 1992. Barbara Lynn Mcgeough joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Alan Burch	President	1 Oct 1992	75% - 100%	1045257
Barbara Lynn Mcgeough	Chief compliance officer	1 Jan 2008	Other	5283436

Based in San Ramon

The principal office where Kearney Burch Financial Services, Inc. performs its advisory services is located at 2694 Bishop Drive, Suite 290, San Ramon, CA 94583 4449, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-275-4940 or by fax 925-355-1513. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.kearneyburch.com.