Burton Portfolios Ltd is a large advisory firm based in Rockford. It manages $48.5 million of regulatory assets for 510 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Illinois, and Indiana.
Burton Portfolios provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Burton Portfolios Ltd is $48.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% 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 Portfolios Ltd for their services and products based on a percentage of assets under management and hourly charges. 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.
Charles Joseph Dibenedetto has been acting as President since 1 Feb 1998. Lawrence B. Irwin Trust Dtd 6/6/01 Allen S. Gabe Trustee joined the executive team most recently as the Owner.
The principal office where Burton Portfolios Ltd performs its advisory services is located at 6845 Weaver Road, Rockford, IL 61114, which is also the mailing address of the firm. An additional office of the firm is in Schaumburg, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 815-654-8850 or by fax 815-654-8795. The normal business hours are 8am to 4:30pm on Monday - Friday.