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WELTON INVESTMENT PARTNERS LLC

Tel: 831-626-5190
Eastwood Building
San Carlos Between 5th And 6th
Carmel, California  93921-6147

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WELTON INVESTMENT PARTNERS LLC

WELTON INVESTMENT PARTNERS LLC is a Carmel, California based financial advisory firm with nearly $440,234,325 in assets under management and provides investment advisory services for 6 clients. There are currently 22 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for investment companies , Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

172452

SEC#:

801-80274

No. of Clients:

6

Assets under Management

$440,234,325

No. of Advisors:

22

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