WELCH CAPITAL PARTNERS LLC

HARRISON, New York·2 registered advisors·CRD# 106721
SEC# 801-523080212-754-6077
01

Firm Overview

AUM
$399M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at WELCH CAPITAL PARTNERS LLC

2 registered advisors
Christopher Warren Welch
HARRISON, New York
Leighton Bridge Welch
HARRISON, New York
05

Office Locations

HARRISON, New York
2 advisors

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Data sourced from SEC Form ADV filings. WELCH CAPITAL PARTNERS LLC (CRD# 106721) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.