Burton, Donald W is a large advisory firm based in Tampa. It manages $428.46 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Florida.
Burton, Donald W provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Burton, Donald W is $428.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Donald Williamson Burton has been acting as President since 1 Sep 2012. Bonnie Kirby Goldberg joined the executive team most recently as the Chief Compliance Officer.
The principal office where Burton, Donald W performs its advisory services is located at 614 West Bay Street, Tampa, FL 33606, 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 813-253-2500 or by fax 813-253-2360. The normal business hours are 8:00am - 6:00pm on Monday - Friday.