Burton/Enright Group (Walnut Creek)

Burton/Enright Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Burton/Enright Group: assets under management

The assets under management (AUM) of Burton/Enright Group is $135.5 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $123.59 million in discretionary accounts and $11.91 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $330.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.97 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Burton/Enright Group for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Walnut Creek

The principal office where Burton/Enright Group performs its advisory services is located at 1333 North California Boulevard, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (925) 932-8010 or by fax (925) 932-8048. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.burtonenright.com.

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