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BURTON ENRIGHT WELCH
1850 Mt. Diablo Boulevard
Suite 335
Walnut Creek, California 94596
Tel: (925) 932-8010
About BURTON ENRIGHT WELCH
BURTON ENRIGHT WELCH, formally registered with the SEC as BURTON ENRIGHT WELCH. The firm was established in 03/11/2008. They have over 1 offices throughout the country.
BURTON ENRIGHT WELCH is a Walnut Creek, California based Financial Planning firm with nearly $922,643,880 assets under management, offering retirement planning & investment advisory services to 1668 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 118376 |
| SEC# | 801-68890 |
| Assets Managed by Firm | $922,643,880 |
| No. of Clients | 1668 |
| No. of Advisors | 17 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1668 | $922,643,880 |
| Individuals (other than high net worth individuals) | 132 | $18,323,595 |
| High net worth individuals | 445 | $804,050,573 |
| Pension and profit sharing plans | 20 | $96,377,153 |
| Charitable organizations | Fewer than 5 clients | $3,082,854 |
| Corporations or other businesses | Fewer than 5 clients | $809,705 |
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