WELCH & ASSOCIATES, INC.

WELCH & ASSOCIATES, INC. of SARASOTA, FL is an SEC-registered investment adviser (CRD 107885). Regulatory assets under management: $15.7M.

Registration

• CRD: 107885
• SEC file number: 801-57517
• Type: Registered investment adviser
• Location: 8830 S. TAMIAMI TRAIL, SUITE 140, SARASOTA, FL, 34238
• Phone: 941-918-2777
• Latest filing: 2006-10-02
• Regulatory AUM: $15.7M
• Discretionary AUM: $15.7M
• Clients: 1
• Accounts: 77

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 107885 on SEC IAPD (source of record)
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