| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Ross Peters | Chief Compliance Officer | Under 5% | 2015 |
| Brp Asset Management | Partner | 10-25% | 2021 |
| Csh Asset Management | Partner | Under 5% | 2024 |
Burton Enright Welch reports $1.2 billion in regulatory assets under management on its Form ADV.
Burton Enright Welch reports 17 employees.
Burton Enright Welch is based in Walnut Creek, CA and has been SEC-registered since 2008.
Burton Enright Welch is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596 |
| Phone | (925) 932-8010 |
| Fax | (925) 932-8048 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.12B |
| Non-discretionary | $123.7M |
| Total (RAUM) | $1.25B |