Welsh & Welsh Inc (Richmond)

Name: Welsh & Welsh Inc
Address: 6800 Paragon Place, Richmond, VA, 23230
Telephone: 804-673-8897

Welsh & Welsh Inc is an adviser based in Richmond. It manages $14.05 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2001.

Welsh & Welsh provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Welsh & Welsh: assets under management

The assets under management (AUM) of Welsh & Welsh Inc is $14.05 million. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.92 million in discretionary accounts and $4.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $132.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $117.73 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Welsh & Welsh Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Welsh & Welsh Inc

Roberta Keating Welsh has been acting as President since 1 Jan 1999. Timothy Thomas Welsh joined the executive team most recently as the Vice President/Sec.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy Thomas Welsh	Vice president/sec	1 Jan 1999	50% - 75%	1541258
Roberta Keating Welsh	President/treasurer	1 Jan 1999	50% - 75%	1331825

Based in Richmond

The principal office where Welsh & Welsh Inc performs its advisory services is located at 6800 Paragon Place, Richmond, VA 23230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-673-8897 or by fax 804-783-1009. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.lpl.com/welsh.welsh.