Investment adviser · CRD 111270

WELCH INVESTMENTS, LLC

Investment adviser filing (IA)

BIRMINGHAM, AL, United States · Form ADV filed Sep 29, 2017

Regulatory AUM
$224M
Form ADV · Item 5.F
Client accounts
951
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 29, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

3940 MONTCLAIR RD, SUITE 501
BIRMINGHAM, AL, 35213, United States

CRD 111270

Filing source

Form ADV 1142233 · Sep 29, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.