WELSHIRE CAPITAL, LLC
CRD #143960 SEC #801-68351 ONALASKA, WI 608-783-0003
SEC Registered
Total AUM
$89.2M
Discretionary
$77M
Employees
6
Clients
251
Accounts
1,349
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 20, 2012
- 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 |
|---|---|---|---|---|
| DUELLMAN, DAWN, MARIE-WENTHE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUELLMAN, DAWN, MARIE-WENTHE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUELLMAN, DAWN, MARIE-WENTHE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUELLMAN, DAWN, MARIE-WENTHE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DULLMAN, DAWN, MARIE-WENTHE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LONGMIRE, LYNETTE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LONGMIRE, LYNETTE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LONGMIRE, LYNETTE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LONGMIRE, LYNETTE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LONGMIRE, LYNETTE, RAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERS, KRISTY, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERS, KRISTY, LYN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERS, KRISTY, LYN | I | WEALTH ADVISOR/TEAM LEAD | NA | Control |
| PETERS, KRISTY, LYN | I | WEALTH ADVISOR/TEAM LEAD | NA | Control |
| PETERS, KRISTY, LYN | I | WEALTH ADVISOR/TEAM LEAD | NA | Control |
| PETERS, KRISTY, LYN | I | WEALTH ADVISOR/TEAM LEAD | NA | Control |
| PETERS, KRISTY, LYN | I | WEALTH ADVISOR/TEAM LEAD | NA | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
| WELCH, BRENT, JOHN | I | MEMBER, CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Jan 20, 2012 REGISTERED
Notice Filings (4)
IA MN TX WI
Address
9538 EAST 16 FRONTAGE ROADONALASKA, WI 54650
United States
Phone: 608-783-0003