The Welch Group LLC
Legal Name: THE WELCH GROUP, LLC
Full Contact Details
The Welch Group LLC
3940 MONTCLAIR RD, FIFTH FLOOR, BIRMINGHAM, AL
205-879-5001
205-879-7979
Other Info
THE WELCH GROUP, LLC, an AL Limited Liability Company, has been providing financial advising services since its SEC approval on February 2, 1999. The firm employs 16 professionals, 14 of whom are dedicated advisory roles, however, the exact number of clients it serves is unknown.
Financial Advisors in Birmingham, AL | The Welch Group
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Direct Owners
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CHARLES GREGORY WEYANDT
CHIEF COMPLIANCE OFFICER owns less than 5%
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CHARLES HUGH RANKIN SMITH
CHIEF INVESTMENT OFFICER owns less than 5%
-
HENRY MARSHALL CLAY
SENIOR INVESTMENT ADVISER owns less than 5%
-
JAMES WOODARD PEAY
SENIOR INVESTMENT ADVISER owns less than 5%
-
KIMBERLY ROSE REYNOLDS
SENIOR INVESTMENT ADVISER owns more than 10% but less than 25%
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STEWART HENRY WELCH
FOUNDER owns more than 50% but less than 75%
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THOMAS MICHAEL WAGNER
SENIOR INVESTMENT ADVISER owns more than 10% but less than 25%
Firms Located Nearby
- Oneascent Financial Services LLC
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- COOK & Bynum Capital Management LLC
- Brookline Investments Inc
- Regions Investment Management Inc
- Resource Management Service LLC
- Vulcan Value Partners LLC
- Merit Fund Advisors LLC
- Navigate Wealth Management LLC
News
- Unveiling Welch Group, LLC's Strategic Moves: An Insight into Their Latest Portfolio Adjustments
- Welch Group, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Welch Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Welch Group, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Comparing Q4 2022 vs. Q1 2023 13F Holdings: Welch Group, LLC is Making Changes