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THE WELCH GROUP, LLC

Tel: 205-879-5001
3940 Montclair Rd
Fifth Floor
Birmingham, Alabama  35213

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THE WELCH GROUP, LLC

THE WELCH GROUP, LLC is a Birmingham, Alabama based financial advisory firm with nearly $3,212,010,865 in assets under management and provides investment advisory services for 4185 clients. There are currently 25 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

111273

SEC#:

801-56254

No. of Clients:

4185

Assets under Management

$3,212,010,865

No. of Advisors:

25

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