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Building 2WELTY CAPITAL MANAGEMENT LLC

Map pinLAFAYETTE, CA
Phone925-283-4960
NotebookSEC #801-40722
Total AUM
$35.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3650 MT. DIABLO BLVD.
STE 103
LAFAYETTE
CA 94549
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
925-283-4960

ReceiptFinancials

Total AUM
$35.6M
Accounts
110
Discretionary
$35.6M
Accounts
110
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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