Overview
Assets Under Management: $3.2 billion
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 595
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 595
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.52
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 4,185
Discretionary Accounts: 4,185
Regulatory Filings
CRD Number: 111273
Last Filing Date: 2025-02-24 00:00:00
Website: https://welchgroup.com