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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 $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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