WELA Strategies Inc
Nombre legal: WELA STRATEGIES, INC.
Detalles de contacto completos
WELA Strategies Inc
10 GLENLAKE PARKWAY, NORTH TOWER, SUITE 1010, ATLANTA, GA
404-531-0018
404-531-0010
Otra información
WELA Strategies, Inc., una corporación de Delaware, emplea a un equipo de 16 individuos, 13 de los cuales tienen roles de asesoramiento. Si bien se desconoce la cantidad de clientes atendidos por la empresa, su estado de SEC se enumera como aprobado y su fecha de registro es el 21 de julio de 2008.
Wela Strategies
Benjamin™ has a new look and new site, click here.If you would like to visit Wela Strategies, click here to see the team and login to your investment account.
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Wela Strategies
Benjamin™ has a new look and new site, click here.If you would like to visit Wela Strategies, click here to see the team and login to your investment account.
Propietarios directos
-
BRYAN JUSTIN REA
SHAREHOLDER posee menos de 5%
-
CURT EDWIN KLEIN
SHAREHOLDER posee menos de 5%
-
EDWARD FRANCIS GOEPP
SHAREHOLDER, CHIEF OPERATING OFFICER posee menos de 5%
-
MATTHEW ROSS REINER
PRESIDENT, CEO posee más del 5% pero menos del 10%
-
MICHAEL J. REINER & ASSOCIATES, LP.
SHAREHOLDER posee más del 10% pero menos del 25%
-
MICHAEL JULES REINER
CHIEF COMPLIANCE OFFICER posee más del 5% pero menos del 10%
-
MITCHELL BUDDY REINER
SECRETARY & TREASURER posee más del 5% pero menos del 10%
-
THOMAS OAKLEY MOORE
SHAREHOLDER posee menos de 5%
-
WESLEY HANES MOSS
SHAREHOLDER posee más del 10% pero menos del 25%
-
YOURWELA-CIA, LLC
SHAREHOLDER posee más del 5% pero menos del 10%
Propietarios indirectos
-
DESERT COTTONTAIL TRUST
LIMITED PARTNER posee más del 25% pero menos del 50%
-
MATTHEW ROSS REINER
MANAGER
-
MATTHEW ROSS REINER
TRUSTEE
-
MICHAEL J. REINER REVOCABLE TRUST
GENERAL PARTNER
-
MICHAEL JULES REINER
TRUSTEE
-
MICHAEL JULES REINER
MEMBER posee más del 25% pero menos del 50%
-
MITCHELL BUDDY REINER
TRUSTEE
-
MITCHELL BUDDY REINER
MANAGER
-
SHELLY K REINER
TRUSTEE
-
SHELLY K. REINER REVOCABLE TRUST
GENERAL PARTNER
-
SWAMP RABBIT TRUST
LIMITED PARTNER posee más del 25% pero menos del 50%
Empresas ubicadas cerca
Noticias
- Unraveling the Strategic Shifts: Wela Strategies, Inc.'s Investment Movements from Q4 2023 to Q1 2024
- Wela Strategies, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Wela Strategies, Inc. Q2 2023 vs. Q3 2023: A Comprehensive Analysis of 13F Holdings
- Wela Strategies, Inc. Q1 2023 vs. Q2 2023: Comparing 13F Holdings
- A Comprehensive Analysis of Wela Strategies, Inc.'s Q4 2022 Vs. Q1 2023 13F Holdings
Top Holdings
- ISHARES TR CORE S&P500 ETF $38,711k
- ISHARES $16,970k
- ISHARES TR IBOXX HI YD ETF $14,840k
- ISHARES TR CORE MSCI EAFE $14,000k
- SPDR SERIES TRUST $9,886k
- VANGUARD INDEX FDS REAL ESTATE ETF $7,618k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $7,293k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $5,965k
- ISHARES TR CORE S&P MCP ETF $5,664k
- SELECT SECTOR SPDR $3,702k