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
1520 W Church Street, Newark, OH 43055
http://welshhillsfinancial.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Welsh Hills Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Elizabeth Caldwell, financial advisor Newark OH
Elizabeth G. Caldwell
CRD#: 4551635
1520 W Church Street, Newark, OH 43055

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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