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Building 2WELSH & WELSH INC

Map pinRICHMOND, VA
Phone804-673-8897
NotebookSEC #801-40744
Total AUM
$14M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6800 PARAGON PLACE
STE 202
RICHMOND
VA 23230
USA
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
804-673-8897

ReceiptFinancials

Total AUM
$14M
Accounts
110
Discretionary
$9.9M
Accounts
75
Non-Discretionary
$4.1M
Accounts
35

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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