THE WELCH GROUP, LLC

3940 Montclair Rd
Fifth Floor
Birmingham, Alabama 35213
Tel: 205-879-5001

About THE WELCH GROUP, LLC

THE WELCH GROUP, LLC, formally registered with the SEC as THE WELCH GROUP, LLC. The firm was established in 02/02/1999. They have over 1 offices throughout the country.

THE WELCH GROUP, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $3,212,010,865 assets under management, offering retirement planning & investment advisory services to 4185 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111273
SEC#	801-56254
Assets Managed by Firm	$3,212,010,865
No. of Clients	4185
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	4185	$3,212,010,865
Individuals (other than high net worth individuals)	742	$302,539,099
High net worth individuals	595	$2,875,492,879
Pension and profit sharing plans	6	$14,860,912
Charitable organizations	23	$19,117,975

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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