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Financial Advisor
New York
Harrison
WELCH CAPITAL PARTNERS LLC

WELCH CAPITAL PARTNERS LLC

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

About WELCH CAPITAL PARTNERS LLC

WELCH CAPITAL PARTNERS LLC is a Harrison, New York based financial advisory firm with nearly $398,604,588 in assets under management and provides investment advisory services for 43 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

106721

Firm SEC#:

801-52308

Assets Under Management:

$398,604,588

No. of Clients:

43

No. of Advisors:

3

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

Fee Structure:

A percentage of AUM, Performance Based

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