Sign in
Create a free account
WELCH HORNSBY, INC.
MONTGOMERY, AL
334-272-1192
SEC #801-31650Total AUM
$1.8B
Employees
25Clients
446Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE COMMERCE STREET, SUITE 800
MONTGOMERY
AL 36104
United States
MONTGOMERY
AL 36104
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
334-272-1192
Other Offices
2
Financials
Total AUM
$1.8B
Accounts
1,868Discretionary
$1.8B
Accounts
1,868Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
143AUM
$61.5M
HNW Individual Clients
261AUM
$996.3M
Pooled Vehicle Clients
2AUM
$41.5M
Pension/Profit Sharing Plan Clients
13AUM
$265.4M
Charitable Organization Clients
22AUM
$335.8M
Government Entity Clients
1AUM
$48.3M
Corporation or Business Clients
4AUM
$28.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
CONSULTING SERVICES FOR INDIVIDUALS IN TRANSITION
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALFLGALAMSNCTNTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.