The Welch Group

Is this your firm? Access your profile


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.

Trusted 2019 Trusted Firm


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 7
Percentage of Advisors Trusted 79%
Minimum Investment $2,000,000
Average Client Balance $1,428,705
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, CO, FL, GA, LA, MS, NC, SC, TN, TX, VA

Questions & Answers

Get answers about The Welch Group

Ask a question question_answer