Burton Enright Welch is a large advisory firm based in Walnut Creek. It manages $675.29 million of regulatory assets for 1,276 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Florida, Oregon, and Texas.
Burton Enright Welch provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Burton Enright Welch is $675.29 million. The firm's AUM has grown by 398% since the beginning of its operation, and $462.16 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Burton Enright Welch for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Burton Enright Welch is high net worth individuals with 240 clients and $448.26 million of assets under management. Among the 11 most similar advisory firms, Burton Enright Welch has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $674.31 million for 529 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Burton Enright Welch doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Burton Enright Welch performs its advisory services is located at 1850 Mt. Diablo Boulevard, Walnut Creek, CA 94596, 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 (925) 932-8010 or by fax (925) 932-8048. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bewinvest.com and its LinkedIn profile.