Weldon & Company
Weldon & Company (CRD# 129099) is a financial advisory firm headquartered in Boca Raton, FL. They manage $6,371,402 in 112 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts112ACCOUNTS
Average Account Value$56,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Charles Weldon (CRD# 1030659) is an Investment Advisor Representative working at Weldon & Company in Boca Raton, FL and has over 33 years of experience in the finance industry.