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Building 2WELSHIRE CAPITAL, LLC

Map pinONALASKA, WI
Phone608-783-0003
NotebookSEC #801-68351
Total AUM
$89.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9538 EAST 16 FRONTAGE ROAD
ONALASKA
WI 54650
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
608-783-0003

ReceiptFinancials

Total AUM
$89.2M
Accounts
1,349
Discretionary
$77M
Accounts
951
Non-Discretionary
$12.2M
Accounts
398

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FIN.ED SEMINARS/WORKSHOPS AND RADIO PROGRAM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNWI

HandshakeAffiliates

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

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