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Patrick Lloyd Welton

WELTON INVESTMENT PARTNERS LLC·CARMEL, California
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EASTWOOD BUILDING, CARMEL, CA 93921-6147CRD# 1884594Firm CRD# 172452
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WELTON INVESTMENT PARTNERS LLC
WELTON INVESTMENT PARTNERS LLC
AUM
$440M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at WELTON INVESTMENT PARTNERS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1884594
Firm CRD# 172452
No disclosures on file
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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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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