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Building 2THE WELCH GROUP, LLC

Map pinBIRMINGHAM, AL
Phone205-879-5001
NotebookSEC #801-56254
Total AUM
$3.7B
Employees
28
Clients
1,450

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3940 MONTCLAIR RD
FIFTH FLOOR
BIRMINGHAM
AL 35213
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
205-879-5001

ReceiptFinancials

Total AUM
$3.7B
Accounts
4,528
Discretionary
$3.7B
Accounts
4,528
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
726
AUM
$291.1M
HNW Individual Clients
690
AUM
$3.4B
Pension/Profit Sharing Plan Clients
5
AUM
$10.9M
Charitable Organization Clients
29
AUM
$27.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMSNCNYPASCTNTXVA

HandshakeAffiliates

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

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