Burr Leavitt Asset Management (Las Vegas)

Burr Leavitt Asset Management is a related adviser based in Las Vegas. It manages $13.65 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2002.

Burr Leavitt Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.

Burr Leavitt Asset Management: assets under management

The assets under management (AUM) of Burr Leavitt Asset Management is $13.65 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $13.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.51 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Burr Leavitt Asset Management for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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.

Careers at Burr Leavitt Asset Management

Ronald Kay Leavitt has been acting as President since 1 Sep 2002. Daniel Melvin Whitehead joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Kay Leavitt	President	1 Sep 2002	25% - 50%	1440782
Jeffrey Lynn Burr	Sec/treasurer	1 Sep 2002	50% - 75%	4083249
Daniel Melvin Whitehead	Senior vice president	1 Dec 2003	Other	3259059

Based in Las Vegas

The principal office where Burr Leavitt Asset Management performs its advisory services is located at 4455 S. Pecos Road, Las Vegas, NV 89121, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.