WELSH & WELSH INC
Total AUM
$14M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6800 PARAGON PLACE
STE 202
RICHMOND
VA 23230
USA
STE 202
RICHMOND
VA 23230
USA
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
804-673-8897
Financials
Total AUM
$14M
Accounts
110Discretionary
$9.9M
Accounts
75Non-Discretionary
$4.1M
Accounts
35
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.