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.
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 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.
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.
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.