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).

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 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.

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