WELCH, SUPLEE & ASSOCIATES, INC.
CRD #107885 SEC #801-57517 SARASOTA, FL 941-918-2777
SEC Registered
Total AUM
$25M
Discretionary
$25M
Employees
5
Clients
51
Accounts
140
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $16.3M | $16.3M | $0 | 5 | -- |
| Apr 2004 | $25M | $25M | $0 | 5 | -- |
| Mar 2002 | $25M | $25M | $0 | 5 | -- |
| Jun 2001 | $27.4M | $27.4M | $0 | 5 | -- |
DateMar 2006
Total AUM$16.3M
Discretionary$16.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees5
Clients--