Jeffery C. Welch and Associates, Inc.
RIAState Registered
Total AUM
$27.9M
Discretionary
$27.9M
100% of AUM
Avg account
$97K
Accounts
288
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 143092
- Website
- www.inheritancebuilders.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.6%
- Individuals15.57%
- Corporations / Businesses0.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jeffery C. Welch And Associates, Inc. is a small, privately owned corporate RIA organized under individual ownership. The firm serves both individual and family clients as well as some institutional relationships, with an advisory focus on portfolio management for individuals and small businesses. It charges clients on a percentage-of-assets-under-management basis and does not describe itself as an active ESG investor. The firm does not act as a capital allocator to third‑party private managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities34%
- Cash & Cash Equivalents8%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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