Be advised. This firm is no longer registered.

Weldon & Company

Weldon & Company (CRD# 129099) is a financial advisory firm headquartered in Boca Raton, FL. They manage $24,453,344 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $301,893
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Weldon & Company
No Advisor Found.
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