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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 $1,245,864,655 assets under management, offering retirement planning & investment advisory services to 644 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 | $1,245,864,655 |
| No. of Clients | 644 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 644 | $1,245,864,655 |
| Individuals (other than high net worth individuals) | 266 | $105,587,166 |
| High net worth individuals | 344 | $1,009,828,350 |
| Pension and profit sharing plans | 25 | $123,758,500 |
| Charitable organizations | Fewer than 5 clients | $1,499,851 |
| Corporations or other businesses | 7 | $5,190,788 |
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