Welon Partners
Welon Partners (CRD# 297322) is a financial advisory firm headquartered in Montgomery, AL. They manage $41,680,022 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts78ACCOUNTS
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Average Account Value$534,359
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL
Financial Advisors at Welon Partners
1
Robert Allan (CRD# 6956932) is an Investment Advisor Representative working at Welon Partners in Montgomery, AL and has over 6 years of experience in the finance industry.
2
John Steiner (CRD# 4502413) is an Investment Advisor Representative working at Welon Partners in Montgomery, AL and has 1 year of experience in the finance industry.
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