Welhouse & Associates,inc.
Welhouse & Associates,inc. (CRD# 111752) is a financial advisory firm headquartered in Appleton, WI. They manage $4,800,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts72ACCOUNTS
Average Account Value$66,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses