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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 13, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WELSH, ROBERTA, KEATING | I | PRESIDENT/TREASURER | E | Control |
| WELSH, ROBERTA, KEATING | I | PRESIDENT/TREASURER | E | Control |
| WELSH, ROBERTA, KEATING | I | PRESIDENT/TREASURER | E | Control |
| WELSH, ROBERTA, KEATING | I | PRESIDENT/TREASURER | D | Control |
| WELSH, ROBERTA, KEATING | I | PRESIDENT/TREASURER | D | Control |
| WELSH, ROBERTA, KEATING | I | PRESIDENT/TREASURER | D | Control |
Registrations
Federal
IA
Jan 13, 2004 REGISTERED
Notice Filings (1)
VA
Address
4551 COX RDSTE 120
GLEN ALLEN, VA 23060
USA
Phone: 804-527-7921