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WELCY CAPITAL ADVISORS LLC
WELCY CAPITAL ADVISORS LLC
MIAMI, Florida
·
3 registered advisors
·
CRD# 154782
SEC# 801-130588
0
786.353.0036
01
Firm Overview
AUM
$151M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
Other: CONSULTING FEES
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WELCY CAPITAL ADVISORS LLC
3 registered advisors
Gail Segal
MIAMI, Florida
CRD# 5849401
Nicolas Zalles
MIAMI, Florida
CRD# 6400652
Philip Robert Henriquez Schemel
MIAMI, Florida
CRD# 6678535
05
Office Locations
MIAMI, Florida
3 advisors
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Data sourced from SEC Form ADV filings. WELCY CAPITAL ADVISORS LLC (CRD# 154782) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.