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Building 2WELTON INVESTMENT CORPORATION

Map pinCARMEL, CA
Phone831-626-5190
NotebookSEC #801-74664
Total AUM
$123M
Employees
15
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
EASTWOOD BUILDING
SAN CARLOS BETWEEN 5TH AND 6TH
CARMEL
CA 93921-6147
United States
Operating Hours
8:00 AM TO 5:00 PM PST
Monday - Friday
Phone
831-626-5190

ReceiptFinancials

Total AUM
$123M
Accounts
3
Discretionary
$123M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

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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