Burros Wealth Management, LLC is an adviser based in Denver. It manages $27.47 million of regulatory assets for 155 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Colorado and Texas.
Burros Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Burros Wealth Management, LLC is $27.47 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% 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 Burros Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Burros Wealth Management, LLC performs its advisory services is located at 7900 E. Union Ave., Denver, CO 80237, 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 303-717-2930 or by fax 303-843-9111. The normal business hours are 9 am - 6 pm on Monday - Friday.