KEARNEY-BURCH FINANCIAL SERVICES, INC.
CRD #135156 SEC #801-68895 SAN RAMON, CA 925-275-4940
SEC Registered
Total AUM
$21.7M
Discretionary
$21.7M
Employees
5
Clients
10
Accounts
76
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCGEOUGH, BARBARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCGEOUGH, BARBARA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURCH, ROBERT, ALAN | I | PRESIDENT | E | Control |
| BURCH, ROBERT, ALAN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 23, 2009 REGISTERED
Notice Filings (2)
CA VT
Address
2694 BISHOP DRIVE, SUITE 290SAN RAMON, CA 94583-4449
United States
Phone: 925-275-4940