WELCH INVESTMENTS, LLC
CRD #111270 SEC #801-56718 BIRMINGHAM, AL 205-871-5805
SEC Registered
Total AUM
$224.4M
Discretionary
$224.4M
Employees
4
Clients
251
Accounts
951
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2017 | $224.4M | $224.4M | $0 | 4 | 500 |
| Mar 2017 | $224.4M | $224.4M | $0 | 4 | 500 |
| Sep 2016 | $215.3M | $215.3M | $0 | 4 | 400 |
| Aug 2016 | $186.2M | $186.2M | $0 | 4 | 400 |
| Aug 2016 | $186.2M | $186.2M | $0 | 4 | 400 |
| Jun 2016 | $186.2M | $186.2M | $0 | 4 | 400 |
| Jun 2016 | $186.2M | $186.2M | $0 | 4 | 400 |
| Feb 2016 | $186.2M | $186.2M | $0 | 4 | 400 |
| Dec 2015 | $170M | $170M | $0 | 4 | 400 |
| Mar 2015 | $170M | $170M | $0 | 4 | 400 |
| Oct 2014 | $140M | $140M | $0 | 4 | 400 |
| Jun 2014 | $140M | $140M | $0 | 4 | 400 |
| Mar 2014 | $140M | $140M | $0 | 4 | 400 |
| Feb 2013 | $104.5M | $104.5M | $0 | 4 | 300 |
| Mar 2012 | $81.5M | $81.5M | $0 | 1 | 300 |
| Mar 2011 | $72.7M | $72.7M | $0 | 5 | -- |
| Mar 2007 | $62.7M | $62.7M | $0 | 5 | -- |
| Mar 2006 | $37.1M | $37.1M | $0 | 5 | -- |
| May 2005 | $26.3M | $26.3M | $0 | 5 | -- |
| Jul 2004 | $20.5M | $20.5M | $0 | 5 | -- |
| Apr 2002 | $9.8M | $9.8M | $0 | 5 | -- |
| Jun 2001 | $9.8M | $9.8M | $0 | 5 | -- |
| May 2001 | $9.8M | $9.8M | $0 | 5 | -- |
DateSep 2017
Total AUM$224.4M
Discretionary$224.4M
Non-Disc.$0
Employees4
Clients500
DateMar 2017
Total AUM$224.4M
Discretionary$224.4M
Non-Disc.$0
Employees4
Clients500
DateSep 2016
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees4
Clients400
DateAug 2016
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees4
Clients400
DateAug 2016
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees4
Clients400
DateJun 2016
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees4
Clients400
DateJun 2016
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees4
Clients400
DateFeb 2016
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees4
Clients400
DateDec 2015
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees4
Clients400
DateMar 2015
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees4
Clients400
DateOct 2014
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients400
DateJun 2014
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients400
DateMar 2014
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients400
DateFeb 2013
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees4
Clients300
DateMar 2012
Total AUM$81.5M
Discretionary$81.5M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$72.7M
Discretionary$72.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$20.5M
Discretionary$20.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$9.8M
Discretionary$9.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$9.8M
Discretionary$9.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$9.8M
Discretionary$9.8M
Non-Disc.$0
Employees5
Clients--