WELZ FINANCIAL SERVICES, INC.

STOCKTON, California·2 registered advisors·CRD# 144489
SEC# 801-68163209-472-9359
01

Firm Overview

AUM
$78M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WELZ FINANCIAL SERVICES, INC.

2 registered advisors
Stacia Jo Houston
STOCKTON, California
Taylor Michael Welz
STOCKTON, California
05

Office Locations

STOCKTON, California
2 advisors

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Data sourced from SEC Form ADV filings. WELZ FINANCIAL SERVICES, INC. (CRD# 144489) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.