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).
Current Firm Details
By the Numbers
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Total Assets Under Management24MILLION
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Total Number of Accounts81ACCOUNTS
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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
Registered Investment Advisor
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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