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Leighton Bridge Welch

WELCH CAPITAL PARTNERS LLC·HARRISON, New York
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500 MAMARONECK AVENUE, HARRISON, NY 10528CRD# 1189810Firm CRD# 106721
01

About

Leighton Bridge Welch is a registered financial advisor based in HARRISON, New York, affiliated with WELCH CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WELCH CAPITAL PARTNERS LLC
WELCH CAPITAL PARTNERS LLC
AUM
$399M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WELCH CAPITAL PARTNERS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1189810
Firm CRD# 106721
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leighton Bridge Welch offer?
Leighton Bridge Welch specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HARRISON, New York for a consultation.
What are Leighton Bridge Welch's credentials?
Leighton Bridge Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leighton Bridge Welch located?
Leighton Bridge Welch is based in HARRISON, New York, working with WELCH CAPITAL PARTNERS LLC. Their office serves clients in the HARRISON metropolitan area and surrounding communities.
How does Leighton Bridge Welch charge for services?
Leighton Bridge Welch'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 WELCH CAPITAL PARTNERS LLC?
WELCH CAPITAL PARTNERS LLC has approximately 3 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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