THE WELCH GROUP, LLC - Financial Advisor in Alabama, Birmingham

Tel: 205-879-5001 3940 Montclair Rd Fifth Floor Birmingham, Alabama 35213

About THE WELCH GROUP, LLC

THE WELCH GROUP, LLC is a Birmingham, Alabama based financial advisory firm with nearly $3,212,010,865 in assets under management and provides investment advisory services for 4185 clients. There are currently 25 financial advisors at the firm.

General Information

Firm CRD#:

111273

Firm SEC#:

801-56254

Assets Under Management:

$3,212,010,865

No. of Clients:

4185

No. of Advisors:

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.)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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