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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2002
- 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 |
|---|---|---|---|---|
| WELCH, ANTHONY, WARREN | I | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | E | Control |
| WELCH, ANTHONY, WARREN | I | PRESIDENT/SECRETARY | E | Control |
| WELCH, ANTHONY, WARREN | I | PRESIDENT/SECRETARY | E | Control |
| WELCH, ANTHONY, WARREN | I | PRESIDENT/SECRETARY | E | Control |
Registrations
Federal
IA
Mar 21, 2002 REGISTERED
Notice Filings (1)
FL
Address
8830 S. TAMIAMI TRAIL, SUITE 140SARASOTA, FL 34238
USA
Phone: 941-918-2777