WELSHIRE CAPITAL, LLC

ONALASKA, Wisconsin·3 registered advisors·CRD# 143960
SEC# 801-68351608-783-0003
01

Firm Overview

AUM
$89M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FIN.ED SEMINARS/WORKSHOPS AND RADIO PROGRAM
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WELSHIRE CAPITAL, LLC

3 registered advisors
Brent John Welch
ONALASKA, Wisconsin
Kristy Lyn Peters
ONALASKA, Wisconsin
Lynette Rae Longmire
ONALASKA, Wisconsin
05

Office Locations

ONALASKA, Wisconsin
3 advisors

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Data sourced from SEC Form ADV filings. WELSHIRE CAPITAL, LLC (CRD# 143960) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.