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WELCH HORNSBY, INC.
WELCH HORNSBY, INC.
MONTGOMERY, Alabama
·
3 registered advisors
·
CRD# 104664
SEC# 801-31650
2
334-272-1192
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WELCH HORNSBY, INC.
3 registered advisors
Ginger Baker Glenn
MONTGOMERY, Alabama
CRD# 6170398
James Wilkerson Underwood
MONTGOMERY, Alabama
CRD# 4554612
John Steven Hornsby
MONTGOMERY, Alabama
CRD# 1219490
05
Office Locations
MONTGOMERY, Alabama
3 advisors
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Data sourced from SEC Form ADV filings. WELCH HORNSBY, INC. (CRD# 104664) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.