Burton Enright Welch

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1850 Mt Diablo Blvd Ste 335, Walnut Cree...

Phone Number

(925) 932-8010

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
2
1
1
1
1

About Burton Enright Welch

Burton Enright Welch is a fee-only financial advisory firm that specializes in personal wealth management services for individuals, families, and businesses. The company offers expert financial planning, investment management, and retirement plan services, focusing on creating tailored solutions to optimize clients' resources. With a dedicated team of advisors, BEW emphasizes strong partnerships through personalized attention and ongoing support. Their mission is to ensure clarity, prosperity, and security for their clients now and in the future.Explore more
Burton Enright Welch's Social MediaPopular SearchesBurton Enright WelchBurton Enright GroupBurton / Enright GroupSIC Code 62,628NAICS Code 52,523Show more

Burton Enright Welch Org Chart

PhoneEmail
DE
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Director, Retirement Plans

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JF
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Director, Operations

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TE
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Director, Client Services

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KM
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Lead Advisor, Principal

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CH
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Lead Advisor, Principal

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RE
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Principal, Senior Advisor

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AS
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Lead Advisor

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BP
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Lead Advisor and CCO, Principal

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AK
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Associate Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Burton Enright Welch

<$5M
11-50
Private
<$5M
1989
DE
David EspineiraDirector, Retirement Plans
$6.7M
1-10
Private
-
1988
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
<$5M
2002
MF
Matthew FassnachtPartner and Principal Wealth Manager
<$5M
1-10
Private
-
2003
RF
Robert FlinkTeam Member
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Burton Enright Welch is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Burton Enright Welch is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Burton Enright Welch.

Burton Enright Welch financials insights

Gather financial insights about Burton Enright Welch, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Burton Enright Welch Tech Stack

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Frequently Asked Questions Regarding Burton Enright Welch

What is Burton Enright Welch's official website?
Burton Enright Welch's official website is www.bewinvest.com
What is Burton Enright Welch's Revenue?
Burton Enright Welch's revenue is <$5 Million
What is Burton Enright Welch's SIC code?
Burton Enright Welch's SIC: 62,628
What is Burton Enright Welch's NAICS code?
Burton Enright Welch's NAICS: 52,523
How many employees does Burton Enright Welch have?
Burton Enright Welch has 11-50 employees
What industry does Burton Enright Welch belong to?
Burton Enright Welch is in the industry of: Finance, Securities Trading
What is Burton Enright Welch competition?
Burton Enright Welch top competitors include: Meridian Investment Partners, First Financial Advisors, Purtill Financial, Goepper Burkhardt
What technology does Burton Enright Welch use?
Some of the popular technologies that Burton Enright Welch uses are: WordPress.org, PHP, Cloudflare Website Optimization, HubSpot Marketing Free
How do I contact Burton Enright Welch?
Burton Enright Welch contact info: Phone number: (925) 932-8010 Website: www.bewinvest.com
What does Burton Enright Welch do?

Burton Enright Welch is a fee-only financial advisory firm that specializes in personal wealth management services for individuals, families, and businesses. The company offers expert financial planning, investment management, and retirement plan services, focusing on creating tailored solutions to optimize clients' resources. With a dedicated team... of advisors, BEW emphasizes strong partnerships through personalized attention and ongoing support. Their mission is to ensure clarity, prosperity, and security for their clients now and in the future.Read More

What are Burton Enright Welch social media links?
Burton Enright Welch Linkedin page
Is Burton Enright Welch a public company?
Burton Enright Welch is private company therefore does not currently have an official ticker symbol
See more information about Burton Enright Welch

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