Burton Enright Welch

Burton Enright Welch (CRD# 118376) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $328,677,093 in 625 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    329
    MILLION
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $525,883
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, TX

Financial Advisors at Burton Enright Welch
Showing 1 - 4 of 4 top financial advisors.
1
Peter M. Burton
CRD#: 1609642
1333 North California Blvd., Suite 140, Walnut Creek, CA 94596
96
Wealthminder
score

Peter Burton (CRD# 1609642) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 30 years of experience in the finance industry.

2
Robert D. Enright
CRD#: 736439
1333 North California Blvd., Suite 140, Walnut Creek, CA 94596
96
Wealthminder
score

Robert Enright (CRD# 736439) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 34 years of experience in the finance industry. Robert Enright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeremy A. Welch
CRD#: 4812552
1333 North California Blvd., Suite 140, Walnut Creek, CA 94596
96
Wealthminder
score

Jeremy Welch (CRD# 4812552) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 12 years of experience in the finance industry. Jeremy Welch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Benjamin R. Peters
CRD#: 6260565
1333 North California Boulevard, Suite 580, Walnut Creek, CA 94596
89
Wealthminder
score

Benjamin Peters (CRD# 6260565) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 4 years of experience in the finance industry.

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