← Back to searchVisit website
BURTON ENRIGHT WELCH
CRD 118376 · SEC 801-68890
1850 MT. DIABLO BOULEVARD, SUITE 335, WALNUT CREEK, CA, 94596, United States
Phone
(925) 932-8010
Fax
(925) 932-8048
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.55B
Discretionary AUM
$1.41B
Team
19 total employees; 11 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Partnership
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 241 | $108.6M |
| High net worth individuals | 371 | $1.28B |
| Pension/profit sharing plans | 40 | $160.7M |
States served
AZ, CA, ID, OR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD