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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 $2,522,233,225 assets under management, offering retirement planning & investment advisory services to 3519 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 | $2,522,233,225 |
| No. of Clients | 3519 |
| No. of Advisors | 25 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3519 | $2,522,233,225 |
| Individuals (other than high net worth individuals) | 686 | $230,295,719 |
| High net worth individuals | 532 | $2,234,257,295 |
| Pension and profit sharing plans | 6 | $48,040,602 |
| Charitable organizations | 17 | $9,639,609 |
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