Alex
Soderberg
Burton Enright Welch
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About this Advisor
Alex Soderberg is a financial advisor who works in Walnut Creek, California who has 1 year of relevant experience. Soderberg is on the advisory team at Burton Enright Welch. Soderberg has gained experience at Peak 360 Wealth Management, LLC, Contra Costa County Office Of The Sheriff, River City Bank, University Of California, Bryant University and Burton Enright Welch. Soderberg has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in California. Burton Enright Welch is an advisory business operating out of Walnut Creek, CA. It handles $923 million in assets under management between its 1,668 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,668 client accounts, 75% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually are based on the financial services. Fee types billed by Burton Enright Welch can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Burton Enright Welch Brokerage Details
$922,643,880
17
1,668
$553,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Alex Soderberg Work History
Alex has been registered as a financial advisor for 1 years.*
Burton Enright Welch
Peak 360 Wealth Management, LLC
Bryant University
Contra Costa County Office Of The Sheriff
River City Bank
University Of California
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alex Soderberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Burton Enright Welch
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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