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Michael Stanley Burr

Westmount Partners, LLC

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About Michael Stanley Burr

Michael Burr is a registered investment advisor representative with Westmount Partners, LLC. Michael Burr is currently registered with the state of California. Michael Burr has been in the industry since 2013 and has held positions at several firms including AdvicePeriod LLC, Resolution Economics LLC, Mariner Wealth Advisors LLC, and Westmount Asset Management LLC. Michael Burr specializes in financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Michael Burr has passed the Series 65 exam, which is the Uniform Investment Adviser Law Examination.

Firm Information

Michael Burr is currently registered with Westmount Partners, LLC. Westmount Partners, LLC is a Los Angeles, CA-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Westmount Partners, LLC serves individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
Westmount Partners, LLC

2049 CENTURY PARK EAST

LOS ANGELES, CA 90067

$4.26B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Burr’s Registration & Firm History

CA

08/04/2023 - Present

Westmount Partners, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 11/05/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Stanley Burr.
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