Burton Enright Welch

Burton Enright Welch (CRD# 118376) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $1,133,790,712 in 638 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,134
    MILLION
  • Total Number of Accounts
    638
    ACCOUNTS
  • Average Account Value
    $1,777,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, OR, TX

Financial Advisors at Burton Enright Welch
Showing 1 - 10 of 10 top financial advisors.
1
Peter M. Burton
CRD#: 1609642
1333 North California Blvd., Suite 140, Walnut Creek, CA 94596

Peter Burton (CRD# 1609642) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 37 years of experience in the finance industry.

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

Robert Enright (CRD# 736439) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 40 years of experience in the finance industry.

3
David A. Espineira
CRD#: 5848324
1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596

David Espineira (CRD# 5848324) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 13 years of experience in the finance industry.

4
Bruce D. Grenke
CRD#: 1323481
1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596

Bruce Grenke (CRD# 1323481) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 14 years of experience in the finance industry.

5
Christopher S. Hughes
CRD#: 5095941
1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596

Christopher Hughes (CRD# 5095941) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 17 years of experience in the finance industry.

6
Kelly M. Metzler
CRD#: 5932738
1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596

Kelly Metzler (CRD# 5932738) 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.

7
Benjamin R. Peters
CRD#: 6260565
1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596

Benjamin Peters (CRD# 6260565) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 10 years of experience in the finance industry.

8
Jeremy A. Welch
CRD#: 4812552
1333 North California Blvd., Suite 140, Walnut Creek, CA 94596

Jeremy Welch (CRD# 4812552) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 18 years of experience in the finance industry.

9
Sydney I. Boral
CRD#: 7435930
1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596

Sydney Boral (CRD# 7435930) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has over 2 years of experience in the finance industry.

10
Alex K. Soderberg
CRD#: 7504281
1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596

Alex Soderberg (CRD# 7504281) is an Investment Advisor Representative working at Burton Enright Welch in Walnut Creek, CA and has 1 year of experience in the finance industry.

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