The BURTON ENRIGHT WELCH is a privately held investment adviser that advises $1.55Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BURTON ENRIGHT WELCH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 78.61% over the last 5-years.
The Group has been registered with the SEC for 18.4 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1850 MT. DIABLO BOULEVARD SUITE 335, WALNUT CREEK, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 19 employees comprised of 11 investment and 8 non-investment staff. The total number of Employees increased by 72.73% over the last 5-years.
Their $1.55Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 40 other accounts. Assets of High Net Worth Individuals clients own $1.28Bn or 82.41% of Total Assets and Pension and Profit Sharing Plans-Private own $160.74mn or 10.35% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BURTON ENRIGHT WELCH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.