WELTON INVESTMENT PARTNERS LLC
Tel: 831-626-5190 Eastwood Building San Carlos Between 5th And 6th Carmel, California 93921-6147
About WELTON INVESTMENT PARTNERS LLC
WELTON INVESTMENT PARTNERS LLC is a Carmel, California based financial advisory firm with nearly $440,234,325 in assets under management and provides investment advisory services for 6 clients. There are currently 22 financial advisors at the firm.
General Information
Firm CRD#:
172452
Firm SEC#:
801-80274
Assets Under Management:
$440,234,325
No. of Clients:
6
No. of Advisors:
22
Advisory Services Provided:
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Fee Structure:
A percentage of AUM, Performance Based
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