WELZ FINANCIAL SERVICES, INC.
CRD #144489 SEC #801-68163 STOCKTON, CA 209-472-9359
SEC Registered
Total AUM
$78.3M
Discretionary
$78.3M
Employees
1
Clients
1
Accounts
334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $78.3M | $78.3M | $0 | 1 | 300 |
| Mar 2012 | $78.3M | $78.3M | $0 | 1 | 300 |
| Feb 2012 | $78.3M | $78.3M | $0 | 1 | 300 |
| Feb 2012 | $78.3M | $78.3M | $0 | 1 | 300 |
| Sep 2007 | $102.7M | $102.7M | $0 | 5 | -- |
DateMar 2012
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees1
Clients300
DateSep 2007
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees5
Clients--