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Building 2WELCH & ASSOCIATES, INC.

Map pinSARASOTA, FL
Phone941-918-2777
NotebookSEC #801-57517
Total AUM
$15.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8830 S. TAMIAMI TRAIL, SUITE 140
SARASOTA
FL 34238
USA
Operating Hours
9:30AM TO 4:00PM
Monday - Friday
Phone
941-918-2777

ReceiptFinancials

Total AUM
$15.7M
Accounts
77
Discretionary
$15.7M
Accounts
77
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges 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 0 other businesses.

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