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THE WELCH GROUP, LLC
Tel: 205-879-5001
3940 Montclair Rd Fifth Floor
Birmingham, Alabama 35213
THE WELCH GROUP, LLC
THE WELCH GROUP, LLC is a Birmingham, Alabama based financial advisory firm with nearly $2,522,233,225 in assets under management and provides investment advisory services for 3519 clients. There are currently 25 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial Planning , Portfolio Management for Individuals , Portfolio Management for Business , Selection of Other Advisors
Fee Structure:
A Percentage of AUM, Hourly charges, Fixed Fees
Firm CRD#:
111273
SEC#:
801-56254
No. of Clients:
3519
Assets under Management
$2,522,233,225
No. of Advisors:
25
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