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Last updated: January 16th, 2020. Data source: SEC filings.
The Welch Group, federally registered in 1999, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 13 advisors. The Welch Group manages $1.4 billion and provides investment advisory services for 1,002 clients (1:78 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||79%|
|Average Client Balance||$1,428,705|
|Total AUM||$1.4 billion|
|Advisor / Client Ratio||1:78|
|SEC Filings||Forms and Brochures (CRD # 111273)|
|State(s) Registered||AL, CA, CO, FL, GA, LA, MS, NC, SC, TN, TX, VA|