Welcy Capital Advisors LLC
Welcy Capital Advisors LLC (CRD# 154782) is a financial advisory firm headquartered in Miami, FL. They manage $84,721,758 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Welcy Capital Advisors LLC
By the Numbers
-
Total Assets Under Management85MILLION
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$6,517,058
Compensation Options
- A percentage of assets under your management
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Welcy Capital Advisors LLC
1
Philip Henriquez Schemel (CRD# 6678535) is an Investment Advisor Representative working at Welcy Capital Advisors LLC in Miami, FL and has over 7 years of experience in the finance industry.
2
Nicolas Zalles (CRD# 6400652) is an Investment Advisor Representative working at Welcy Capital Advisors LLC in Miami, FL and has over 9 years of experience in the finance industry.
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