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THE Welch Group, LLC

Headquartered in BIRMINGHAM, AL

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Firm Information

THE Welch Group, LLC is an investment advisor based in Birmingham, AL. The firm provides financial planning, portfolio management for individuals and businesses, and advice on matters not involving securities. They manage approximately $2.76 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, and pension plans.

THE Welch Group, LLC

3940 MONTCLAIR RD

BIRMINGHAM, AL 35213

$2.76B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities.

Advice on matters not involving securities.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

THE WELCH GROUP, LLC has a total of 1 branch locations across the country.
location

BIRMINGHAM, AL

Advisors at THE Welch Group, LLC

View All 23 Advisors
Unclaimed
Jay Hallowes McGowan

CFP®, PFS®, RA

BIRMINGHAM, AL

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Stewart Henry Welch

CFP®, RA

BIRMINGHAM, AL

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Rebecca Rose McIntyre

CFP®, RA

BIRMINGHAM, AL

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Unclaimed
Madeline Jane isenhower Kramer

RA

BIRMINGHAM, AL

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Sean Alastair Tweedy

CFP®, RA

BIRMINGHAM, AL

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Logan Eddie Frost

RA

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Unclaimed
Haile Savannah Frickey

RA

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Unclaimed
Henry Marshall Clay

CFP®, RA

BIRMINGHAM, AL

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Disclosures

There are no public disclosures for THE Welch Group, LLC.

Frequently Asked Questions (7)

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