Overview
Assets Under Management: $1.9 billion
Headquarters: MONTGOMERY, AL
High-Net-Worth Clients: 242
Average Client Assets: $3.9 million
Frequently Asked Questions
WELCH HORNSBY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104664), WELCH HORNSBY, INC. is subject to fiduciary duty under federal law.
WELCH HORNSBY, INC. is headquartered in MONTGOMERY, AL.
WELCH HORNSBY, INC. serves 242 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, WELCH HORNSBY, INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WELCH HORNSBY, INC. manages $1.9 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, WELCH HORNSBY, INC. serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.31%
Average Client Assets: $3.9 million
Total Client Accounts: 16,801
Discretionary Accounts: 16,801
Regulatory Filings
CRD Number: 104664
Filing ID: 1175504
Last Filing Date: 2018-03-29 08:53:00