Welsh Hills Financial Services, LLC
Welsh Hills Financial Services, LLC (CRD# 119949) is a financial advisory firm headquartered in Newark, OH. They manage $36,900,209 in 56 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Welsh Hills Financial Services, LLC
By the Numbers
-
Total Assets Under Management37MILLION
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Total Number of Accounts56ACCOUNTS
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Average Account Value$658,932
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
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.
OH
Financial Advisors at Welsh Hills Financial Services, LLC
1
Elizabeth Caldwell (CRD# 4551635) is an Investment Advisor Representative working at Welsh Hills Financial Services, LLC in Newark, OH and has 1 year of experience in the finance industry.
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