Welty Capital Management LLC
Welty Capital Management LLC (CRD# 110571) is a financial advisory firm headquartered in Lafayette, CA. They manage $98,702,566 in 118 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 Management99MILLION
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Total Number of Accounts118ACCOUNTS
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Average Account Value$836,462
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Welty Capital Management LLC
No Advisor Found.
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