Welch Hornsby Inc
- Assets, Funds, Holdings
| Welch Hornsby Inc
|
|---|
| CRD # | 104664 |
| SEC # | 801-31650 |
| CIK # | 0001676533 |
| AUM |
|
| Employees |
27 (52% Investors, 0% Brokers)
|
| Phone | 334-272-1192 |
| Address | One Commerce Street, Suite 800
Montgomery, AL 36104 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|---|
|
|
| Holdings by Sector ($BB) |
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
163
|
72.7 |
| (b) Individuals (high net worth individuals) |
252
|
896.6 |
| (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 |
2 |
47.8 |
| (g) Pension and profit sharing plans |
18 |
191.3 |
| (h) Charitable organizations |
24 |
289.9 |
| (i) State or municipal government entities |
1 |
294.1 |
| (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 |
5 |
25.5 |
| (n) Other |
0 |
0.0 |
| Total |
1,759 |
1,818.0 |
| By Discretionary |
| Discretionary |
1,759 |
1,818.0 |
| Non-Discretionary |
0 |
0.0 |
| Total |
1,759 |
1,818.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.6 |
| United States Persons |
|
1,817.3 |
| Total |
1,759 |
1,818.0 |
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