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).

Current Firm Details
2255 Glades Road, Suite 324a, Boca Raton, FL 33431
http://www.weldonandcompany.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $56,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Weldon & Company
Showing 1 - 1 of 1 top financial advisors.
1
Charles Weldon, financial advisor Boca Raton FL
Charles R. Weldon
CRD#: 1030659
2255 Glades Road, Suite 324a, Boca Raton, FL 33431
74
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals