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Peter Michael Burton

BURTON ENRIGHT WELCH·WALNUT CREEK, California
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1850 MT. DIABLO BOULEVARD, WALNUT CREEK, CA 94596CRD# 1609642Firm CRD# 118376
01

About

Peter Michael Burton is a registered financial advisor based in WALNUT CREEK, California, affiliated with BURTON ENRIGHT WELCH. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BURTON ENRIGHT WELCH
BURTON ENRIGHT WELCH
AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at BURTON ENRIGHT WELCH →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1609642
Firm CRD# 118376
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Michael Burton offer?
Peter Michael Burton specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Peter Michael Burton's credentials?
Peter Michael Burton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Michael Burton located?
Peter Michael Burton is based in WALNUT CREEK, California, working with BURTON ENRIGHT WELCH. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Peter Michael Burton charge for services?
Peter Michael Burton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURTON ENRIGHT WELCH?
BURTON ENRIGHT WELCH has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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