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Building 2BURTON ENRIGHT WELCH

Map pinWALNUT CREEK, CA
Phone(925) 932-8010
NotebookSEC #801-68890
Total AUM
$1.6B
Employees
19
Clients
653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1850 MT. DIABLO BOULEVARD
SUITE 335
WALNUT CREEK
CA 94596
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(925) 932-8010

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,350
Discretionary
$1.4B
Accounts
2,312
Non-Discretionary
$144.8M
Accounts
38

ContactClients

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Individual Clients
241
AUM
$108.6M
HNW Individual Clients
371
AUM
$1.3B
Pension/Profit Sharing Plan Clients
40
AUM
$160.7M
Corporation or Business Clients
1
AUM
$3.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDORTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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