CRD: 143092
Jeffery C. Welch AND Associates, Inc.
$27.9M Total AUM
$27.9M Disc. AUM
-- 3Y CAGR
2 Employees
288 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-23-2007
- Office Locations
- 2
Office Locations
-- Cody WY
-- Templeton CA
About Jeffery C. Welch AND Associates, Inc.
Jeffery C. Welch AND Associates, Inc. is a Templeton-based RIA with 2 offices. The firm has been operating for 19 years. Managing $27.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
58 AVG AGE
$14.0M AVG AUM / ADVISOR
$97.0K AVG AUM / CLIENT
19.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Harbor vertex
Custodian
Radial Fusion bridge
Investment Themes
Prime Momentum
Investment Vehicles
Peak prime Element
Services
Insight optima Alpha Atlas Eagle
Owner & Executives
JEFFERY CURTIS WELCH
Investment Advisor
- CRD
- #1624759
- Ownership
- 75% or more
(896) 269-9013
focus.focus@alphacapital.com
in linkedin.com/in/fusion-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
JEREMY SCOTT BECKER
Investment Advisor Representative
- CRD
- #4870401
(746) 209-2144
ridge.ember@unisoncapital.com
in linkedin.com/in/focus-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,944,566 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,944,566 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,944,566
Public Funds:
18.1% Equity - Exchange:
22.3% Cash:
38.9% Derivatives:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,485,779,405 | 18.1% |
| Equity - Exchange | $1,830,545,897 | 22.3% |
| Cash | $3,193,194,412 | 38.9% |
| Derivatives | $1,699,206,282 | 20.7% |
| Total | $8,208,725,996 | 100.0% |