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

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