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Building 2WELCH INVESTMENTS, LLC

Map pinBIRMINGHAM, AL
Phone205-871-5805
NotebookSEC #801-56718
Total AUM
$224.4M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3940 MONTCLAIR RD
SUITE 501
BIRMINGHAM
AL 35213
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
205-871-5805

ReceiptFinancials

Total AUM
$224.4M
Accounts
951
Discretionary
$224.4M
Accounts
951
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATX

HandshakeAffiliates

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

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