The Welch Group

Finance · Alabama, United States · 11-50 Employees

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Overview

Headquarters

3940 Montclair Rd Fl 5, Birmingham, Alab...

Phone Number

(205) 879-5001

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
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ZI Rank
2
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1
2

About The Welch Group

The Welch Group, LLC is a fee-only financial planning and advisory firm based in Birmingham, Alabama, specializing in retirement planning and investment management. They serve a diverse clientele, including retirees and young professionals, providing comprehensive financial planning services tailored to individual needs. The firm is committed to enriching the lives of their clients and the community, emphasizing thoughtful relationships and financial literacy. With over 40 years of experience, they focus on delivering personalized advice without the influence of sales commissions or proprietary products.Explore more
The Welch Group's Social MediaPopular SearchesThe Welch Group LLCWelch Group LLCWelch Group IncThe Welch GroupWelch GroupSIC Code 62,628NAICS Code 52,523Show more

The Welch Group Org Chart

PhoneEmail
GW
United States flag for contact location.

Chief Compliance Officer, Managing Member

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Welch Group

$5.3M
11-50
Private
<$5M
1984
GW
Greg WeyandtChief Compliance Officer, Managing Member
$29.9M
51-200
Private
<$5M
1990
TW
Tim WeinkamSenior Controller
$5.9M
11-50
Private
<$5M
1979
KB
Kim BrownPresident
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
1994
NW
Nora WilsonCfa Charterholder & Certified Financial Planner
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Welch Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Welch Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Welch Group.

The Welch Group financials insights

Gather financial insights about The Welch Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All The Welch Group's Financials Insights

The Welch Group Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding The Welch Group

What is The Welch Group's official website?
The Welch Group's official website is www.welchgroup.com
What is The Welch Group's Revenue?
The Welch Group's revenue is $5.3 Million
What is The Welch Group's SIC code?
The Welch Group's SIC: 62,628
What is The Welch Group's NAICS code?
The Welch Group's NAICS: 52,523
How many employees does The Welch Group have?
The Welch Group has 11-50 employees
What industry does The Welch Group belong to?
The Welch Group is in the industry of: Finance, Securities Trading
What is The Welch Group competition?
The Welch Group top competitors include: HFG Wealth Management, HSC Wealth Advisors, Truepoint Wealth Counsel, Pillar Wealth Management
What technology does The Welch Group use?
Some of the popular technologies that The Welch Group uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact The Welch Group?
The Welch Group contact info: Phone number: (205) 879-5001 Website: www.welchgroup.com
What does The Welch Group do?

The Welch Group, LLC is a fee-only financial planning and advisory firm based in Birmingham, Alabama, specializing in retirement planning and investment management. They serve a diverse clientele, including retirees and young professionals, providing comprehensive financial planning services tailored to individual needs. The firm is committed to en... riching the lives of their clients and the community, emphasizing thoughtful relationships and financial literacy. With over 40 years of experience, they focus on delivering personalized advice without the influence of sales commissions or proprietary products.Read More

What are The Welch Group social media links?
The Welch Group Linkedin page The Welch Group Facebook page
Is The Welch Group a public company?
The Welch Group is private company therefore does not currently have an official ticker symbol
See more information about The Welch Group

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