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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 702-433-7588 or by fax 702-433-8879. The normal business hours are 7am to 4pm on Monday - Friday.