WELSH & WELSH INC
CRD #107733 SEC #801-40744 GLEN ALLEN, VA 804-527-7921
SEC Registered
Total AUM
$30M
Discretionary
$10M
Employees
5
Clients
10
Accounts
243
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $14M | $9.9M | $4.1M | 5 | -- |
| May 2004 | $14M | $9.9M | $4.1M | 5 | -- |
| Apr 2004 | $14M | $9.9M | $4.1M | 5 | -- |
| Jan 2004 | $30M | $10M | $20M | 5 | -- |
| Nov 2003 | $30M | $10M | $20M | 5 | -- |
| Nov 2003 | $30M | $10M | $20M | 5 | -- |
DateMar 2006
Total AUM$14M
Discretionary$9.9M
Non-Disc.$4.1M
Employees5
Clients--
DateMay 2004
Total AUM$14M
Discretionary$9.9M
Non-Disc.$4.1M
Employees5
Clients--
DateApr 2004
Total AUM$14M
Discretionary$9.9M
Non-Disc.$4.1M
Employees5
Clients--
DateJan 2004
Total AUM$30M
Discretionary$10M
Non-Disc.$20M
Employees5
Clients--
DateNov 2003
Total AUM$30M
Discretionary$10M
Non-Disc.$20M
Employees5
Clients--
DateNov 2003
Total AUM$30M
Discretionary$10M
Non-Disc.$20M
Employees5
Clients--