Investment adviser · CRD 144489

WELZ FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

STOCKTON, CA, United States · Form ADV filed Mar 21, 2012

Regulatory AUM
$78.3M
Form ADV · Item 5.F
Client accounts
334
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Mar 21, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

7474 SHORELINE DRIVE, SUITE 4
STOCKTON, CA, 95219-5468, United States

CRD 144489

Filing source

Form ADV 628163 · Mar 21, 2012 · 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.