The Welch Group Review


Trust Score 98%
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Last updated: June 11th, 2019. Data source: SEC filings.

The Welch Group, federally registered in 1999, is a Registered Investment Advisor (RIA) in 9 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.

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Firm Information


Feature Value
Minimum Investment $2,000,000
Average Client Balance $1,428,705
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:78
Headquarters Birmingham, AL
SEC Filings Forms and Brochures    (CRD # 111273)
State(s) Registered AL, CA, FL, GA, LA, NC, SC, TN, TX


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