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Anthony Warren Welch

SARASOTA CAPITAL STRATEGIES,INC.·OSPREY, Florida
Unclaimed Profile
460 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229CRD# 2173192Firm CRD# 125951
01

About

Anthony Warren Welch is a registered financial advisor based in OSPREY, Florida, affiliated with SARASOTA CAPITAL STRATEGIES,INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SARASOTA CAPITAL STRATEGIES,INC.
SARASOTA CAPITAL STRATEGIES,INC.
AUM
$32M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SARASOTA CAPITAL STRATEGIES,INC. →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2173192
Firm CRD# 125951
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Warren Welch offer?
Anthony Warren Welch specializes in Investment Management, Fee-Only Advisory. Contact their office in OSPREY, Florida for a consultation.
What are Anthony Warren Welch's credentials?
Anthony Warren Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Warren Welch located?
Anthony Warren Welch is based in OSPREY, Florida, working with SARASOTA CAPITAL STRATEGIES,INC.. Their office serves clients in the OSPREY metropolitan area and surrounding communities.
How does Anthony Warren Welch charge for services?
Anthony Warren Welch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SARASOTA CAPITAL STRATEGIES,INC.?
SARASOTA CAPITAL STRATEGIES,INC. has approximately 4 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OSPREY
Richard Dean Andrews — AVANT CAPITAL MANAGEMENT II, LLCIan Arthur Naismith — SARASOTA CAPITAL STRATEGIES,INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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