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).
Current Firm Details
Welhouse & Associates,inc.
By the Numbers
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Total Assets Under Management5MILLION
-
Total Number of Accounts72ACCOUNTS
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Average Account Value$66,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- 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.
WI
Financial Advisors at Welhouse & Associates,inc.
No Advisor Found.
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