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Karen Elizabeth Horn-Welch

SPIDER MANAGEMENT COMPANY, LLC·RICHMOND, Virginia
Clean recordSPIDER MANAGEMENT COMPANY, LLC
5800 PATTERSON AVE, RICHMOND, VA 23226CRD# 7635835Firm CRD# 149343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Elizabeth Horn-Welch · RICHMOND, VA
Registration
CRD #7635835 · SPIDER MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karen Elizabeth Horn-Welch is a registered financial advisor based in RICHMOND, Virginia, affiliated with SPIDER MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SPIDER MANAGEMENT COMPANY, LLC
SPIDER MANAGEMENT COMPANY, LLC
AUM
$6.1B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at SPIDER MANAGEMENT COMPANY, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7635835
Firm CRD# 149343
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Elizabeth Horn-Welch offer?
Karen Elizabeth Horn-Welch specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in RICHMOND, Virginia for a consultation.
What are Karen Elizabeth Horn-Welch's credentials?
Karen Elizabeth Horn-Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Elizabeth Horn-Welch located?
Karen Elizabeth Horn-Welch is based in RICHMOND, Virginia, working with SPIDER MANAGEMENT COMPANY, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Karen Elizabeth Horn-Welch charge for services?
Karen Elizabeth Horn-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 SPIDER MANAGEMENT COMPANY, LLC?
SPIDER MANAGEMENT COMPANY, LLC has approximately 22 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPIDER MANAGEMENT COMPANY, LLC

Paul Brian Queally
RICHMOND, VA
Edward Lynn Ayers
RICHMOND, VA
Leonard Walter Sandridge
RICHMOND, VA
Susan Moomaw Humphreville
RICHMOND, VA
Christine Marie D'amour
RICHMOND, VA
George William Wellde
RICHMOND, VA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in VirginiaNational Fee Analysis
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