BURRUS FINANCIAL SERVICES, INC.
Legal name: BURRUS
CRD #141435 SEC #801-80922 SALT LAKE CITY, UT 801-532-0505
SEC Registered
Total AUM
$213.3M
Discretionary
$213.3M
Employees
3
Clients
251
Accounts
645
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $213.3M | $213.3M | $0 | 3 | 0 |
| Sep 2025 | $213.3M | $213.3M | $0 | 3 | 0 |
| Mar 2025 | $213.3M | $213.3M | $0 | 3 | 0 |
| Oct 2024 | $228.4M | $228.4M | $0 | 3 | 0 |
| Aug 2024 | $228.4M | $228.4M | $0 | 5 | 0 |
| Feb 2024 | $228.4M | $228.4M | $0 | 5 | 0 |
| Mar 2023 | $202.6M | $202.6M | $0 | 4 | 0 |
| Mar 2022 | $258.2M | $258.2M | $0 | 4 | 0 |
| Mar 2021 | $243.6M | $243.6M | $0 | 5 | 0 |
| Jun 2020 | $213.7M | $213.7M | $0 | 6 | 0 |
| Mar 2020 | $213.7M | $213.7M | $0 | 6 | 0 |
| Mar 2019 | $185.5M | $185.5M | $0 | 6 | 0 |
| Apr 2018 | $199.9M | $199.9M | $0 | 5 | 0 |
| Mar 2018 | $199.9M | $199.9M | $0 | 5 | 0 |
| Mar 2018 | $199.9M | $180M | $20M | 5 | 0 |
| Sep 2017 | $180.5M | $158.5M | $22.1M | 5 | 400 |
| Feb 2017 | $180.5M | $158.5M | $22.1M | 5 | 400 |
| Jan 2017 | $180.5M | $158.5M | $22.1M | 5 | 400 |
| Apr 2016 | $134.5M | $134.5M | $0 | 5 | 300 |
| Mar 2016 | $134.5M | $134.5M | $0 | 5 | 300 |
| Oct 2015 | $128.6M | $128.6M | $0 | 5 | 300 |
| Jan 2015 | $128.6M | $128.6M | $0 | 5 | 300 |
DateSep 2025
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2025
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$199.9M
Discretionary$180M
Non-Disc.$20M
Employees5
Clients0
DateSep 2017
Total AUM$180.5M
Discretionary$158.5M
Non-Disc.$22.1M
Employees5
Clients400
DateFeb 2017
Total AUM$180.5M
Discretionary$158.5M
Non-Disc.$22.1M
Employees5
Clients400
DateJan 2017
Total AUM$180.5M
Discretionary$158.5M
Non-Disc.$22.1M
Employees5
Clients400
DateApr 2016
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees5
Clients300
DateOct 2015
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients300
DateJan 2015
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients300