Sign in
Create a free account
WELSH MONEY MANAGEMENT
760-436-3574
SEC #801-68245Total AUM
$8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
7:00A.M.-4:00P.M.
Monday - Friday
Monday - Friday
Phone
760-436-3574
Financials
Total AUM
$8M
Accounts
12Discretionary
$8M
Accounts
12Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges Percentage AUMCharges Performance-BasedCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.