Burton Portfolios Ltd (Rockford)

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.

Burton Portfolios: assets under management

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 firm manages $48.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.11 thousand each.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Burton Portfolios Ltd

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Joseph Dibenedetto	President	1 Feb 1998	50% - 75%	1069468
Lawrence Burton Irwin	Vice president	1 Feb 1998	50% - 75%	4352142
Alex Jason Dibenedetto	Compliance officer/service manager	1 Jul 1998	Other	3134042
Lawrence B. Irwin Trust Dtd 6/6/01 Allen S. Gabe Trustee	Owner	1 Jun 2001	50% - 75%	68-6214398

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Allen S. Gabe	Trustee	1 Jun 2001	50% - 75%	xxx-xx-xxxx

Based in Rockford

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.