Burton/Enright Group is a large advisory firm based in Walnut Creek. It manages $135.5 million of regulatory assets for 377 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.
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.
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 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. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.