Burton Enright Welch, CA — Investment Adviser | BuildTrust

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BURTON ENRIGHT WELCH

Investment AdviceWALNUT CREEK, CA

Assets Under Management

$1.2B

Total AUM

Donut chart: Discretionary 1.1B, Non-Discretionary 123.7M
Category	Value
Discretionary	1.1B
Non-Discretionary	123.7M

Adviser Information

Field	Value
CRD Number	118376
SEC Number	801-68890
Street Address	1850 MT. DIABLO BOULEVARD
Street Address 2	SUITE 335
Location	WALNUT CREEK, CA 94596
Country	United States
Phone	(925) 932-8010
Fax	(925) 932-8048
Total Employees	17

Client Count by Type (642 Total)

Horizontal bar chart: High Net Worth Individual… 344, Individuals (other than H… 266, Pension/Profit Sharing Pl… 25, Corporations/Businesses 7
Category	Value
High Net Worth Individual…	344
Individuals (other than H…	266
Pension/Profit Sharing Pl…	25
Corporations/Businesses	7