|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Welch Group LLC
✚
|
|
|---|---|
| CRD # | 111273 |
| SEC # | 801-56254 |
| CIK # | 0001697444, 0001443095 |
| AUM | $3.2 B (2025-02-24) |
| Employees | 25 (96% Investors, 0% Brokers) |
| Phone | 205-879-5001 |
| Address | 3940 Montclair Rd Birmingham, AL 35213 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| International Business Machines Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Apple Inc | 0.1 | ||
| United Technologies Corp /DE/ | 0.1 | ||
| Servisfirst Bancshares Inc | 0.1 | ||
| Gallagher Arthur J & Co | 0.1 | ||
| Southern Co | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 742 | 0.3 |
| (b) Individuals (high net worth individuals) | 595 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 23 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,185 | 3.2 |
| By Discretionary | ||
| Discretionary | 4,185 | 3.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,185 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 4,185 | 3.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001443095] | |
| 13F-HR | [0001697444] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carret Asset Management LLC
✚
|
NY | 3.2 |
|
Raub Brock Capital Management LP
✚
|
CA | 3.2 |
|
Aristotle Atlantic Partners LLC
✚
|
FL | 3.2 |
|
Ancora Family Wealth Advisors LLC
✚
|
OH | 3.2 |
|
Diversify Advisory Services LLC
✚
|
UT | 3.2 |
|
Sound Shore Management Inc
✚
|
CT | 3.2 |
|
Ulrich Consulting and Investment Group LLC
✚
|
NM | 3.2 |
|
Pallas Capital Advisors LLC
✚
|
MA | 3.2 |
|
Gerber Kawasaki Inc
✚
|
CA | 3.2 |
|
BOK Financial Private Wealth Inc
✚
|
CO | 3.2 |