WELCH CAPITAL PARTNERS LLC

500 Mamaroneck Avenue
Suite 320
Harrison, New York 10528
Tel: 212-754-6077

About WELCH CAPITAL PARTNERS LLC

WELCH CAPITAL PARTNERS LLC, formally registered with the SEC as WELCH CAPITAL PARTNERS LLC. The firm was established in 07/01/1996. They have over 1 offices throughout the country.

WELCH CAPITAL PARTNERS LLC is a Harrison, New York based Financial Planning firm with nearly $398,604,588 assets under management, offering retirement planning & investment advisory services to 43 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106721
SEC#	801-52308
Assets Managed by Firm	$398,604,588
No. of Clients	43
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	43	$398,604,588
Individuals (other than high net worth individuals)	16	$16,484,741
High net worth individuals	23	$171,514,443
Charitable organizations	Fewer than 5 clients	$10,237,251

More Retirement Planning firms in Harrison, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

Explore More Retirement Advisors in Harrison, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.