WELTON INVESTMENT CORPORATION
CRD #162707 SEC #801-74664 CARMEL, CA 831-626-5190
SEC Registered Private Funds
Total AUM
$195.9M
Discretionary
$195.9M
Employees
18
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2014 | $123M | $123M | $0 | 15 | 1 |
| Mar 2014 | $123M | $123M | $0 | 15 | 1 |
| Mar 2013 | $195.9M | $195.9M | $0 | 18 | 1 |
| Apr 2012 | $275M | $275M | $0 | -- | 1 |
| Mar 2012 | $275M | $275M | $0 | -- | 1 |
DateJul 2014
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees15
Clients1
DateMar 2014
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees15
Clients1
DateMar 2013
Total AUM$195.9M
Discretionary$195.9M
Non-Disc.$0
Employees18
Clients1
DateApr 2012
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees--
Clients1
DateMar 2012
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees--
Clients1