Overview
Assets Under Management: $1.2 billion
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 344
Average Client Assets: $3 million
Frequently Asked Questions
BURTON ENRIGHT WELCH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118376), BURTON ENRIGHT WELCH is subject to fiduciary duty under federal law.
BURTON ENRIGHT WELCH is headquartered in WALNUT CREEK, CA.
BURTON ENRIGHT WELCH serves 344 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, BURTON ENRIGHT WELCH offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BURTON ENRIGHT WELCH manages $1.2 billion in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, BURTON ENRIGHT WELCH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 344
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 644
Discretionary Accounts: 619
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 118376
Last Filing Date: 2025-02-19 00:00:00
Website: https://bewinvest.com