Unclaimed Profile

Patrick Lloyd Welton

WELTON INVESTMENT PARTNERS LLC·CARMEL, California

Clean recordWELTON INVESTMENT PARTNERS LLC

EASTWOOD BUILDING, CARMEL, CA 93921-6147CRD# 1884594Firm CRD# 172452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Lloyd Welton · CARMEL, CA

Registration

CRD #1884594 · WELTON INVESTMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Lloyd Welton is a registered financial advisor based in CARMEL, California, affiliated with WELTON INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WELTON INVESTMENT PARTNERS LLC

AUM

$440M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WELTON INVESTMENT PARTNERS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1884594

Firm CRD# 172452

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Lloyd Welton offer?

Patrick Lloyd Welton specializes in Investment Management, Retirement Planning. Contact their office in CARMEL, California for a consultation.

What are Patrick Lloyd Welton's credentials?

Patrick Lloyd Welton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Lloyd Welton located?

Patrick Lloyd Welton is based in CARMEL, California, working with WELTON INVESTMENT PARTNERS LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does Patrick Lloyd Welton charge for services?

Patrick Lloyd Welton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELTON INVESTMENT PARTNERS LLC?

WELTON INVESTMENT PARTNERS LLC has approximately 22 employees and manages $440M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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