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BURTON ENRIGHT WELCH

SEC Form ADV profile.

Total regulatory AUM
$1,553,063,539
Discretionary
$1,408,307,907
Non-discretionary
$144,755,632

Firm details

CRD number
118376
SEC file number
801-68890
Main office
WALNUT CREEK, CA, United States
Employees
19
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.