BURTON ENRIGHT WELCH

WALNUT CREEK, California·6 registered advisors·CRD# 118376
SEC# 801-688900(925) 932-8010
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BURTON ENRIGHT WELCH

6 registered advisors
Benjamin Ross Peters
WALNUT CREEK, California
Christopher Stephen Hughes
WALNUT CREEK, California
Jeremy Adam Welch
WALNUT CREEK, California
Kelly Marie Metzler
WALNUT CREEK, California
Peter Michael Burton
WALNUT CREEK, California
Robert Daniel Enright
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
6 advisors

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Data sourced from SEC Form ADV filings. BURTON ENRIGHT WELCH (CRD# 118376) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.