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THE WELCH GROUP, LLC
THE WELCH GROUP, LLC
BIRMINGHAM, Alabama
·
8 registered advisors
·
CRD# 111273
SEC# 801-56254
0
205-879-5001
01
Firm Overview
AUM
$2.8B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE WELCH GROUP, LLC
8 registered advisors
Charles Hugh Rankin Smith
BIRMINGHAM, Alabama
CRD# 4452304
Elisabeth Linley Moody
BIRMINGHAM, Alabama
CFP
CRD# 5149081
Foster Thompson Hyde
BIRMINGHAM, Alabama
CRD# 5354267
Henry Marshall Clay
BIRMINGHAM, Alabama
CRD# 6081892
James Woodard Peay
BIRMINGHAM, Alabama
CRD# 3005421
Kimberly Rose Reynolds
BIRMINGHAM, Alabama
CRD# 5338554
Stewart Henry Welch
BIRMINGHAM, Alabama
CRD# 808380
Thomas Michael Wagner
BIRMINGHAM, Alabama
CRD# 5502971
05
Office Locations
BIRMINGHAM, Alabama
8 advisors
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Data sourced from SEC Form ADV filings. THE WELCH GROUP, LLC (CRD# 111273) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.