RIA Intel›Advisers›Florida›BURTON, DONALD W

BURTON, DONALD W

Advisory

N·TAMPA, FL

Data as of Jan 27, 2016 · Source: SEC Form ADV

Total AUM

$428M

1-Year AUM Growth

+3.6%

3-Year CAGR

+4.3%

Employees

1

Assets Under Management

Total AUM$428M

Discretionary AUM$428M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record6

First FilingSep 10, 2012

Latest FilingJan 27, 2016

🔒 Full AUM trend chart and 6 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BURTON, DONALD W

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.