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Burton, Donald W (Tampa)


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.

Burton, Donald W: assets under management

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.


The firm manages $428.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.23 million each.

Careers at Burton, Donald W

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.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Donald Williamson Burton President 1 Sep 2012 75% - 100% 6115709
Bonnie Kirby Goldberg Chief compliance officer 1 Sep 2012 Other 6115907

Based in Tampa

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.


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