Welch Hornsby & Welch, Inc is a large advisory firm based in Montgomery. It manages $1.39 billion of regulatory assets for 391 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Mississippi, and Texas.
Welch Hornsby & Welch provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Welch Hornsby & Welch, Inc is $1.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Welch Hornsby & Welch, Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Steven Hornsby joined the executive team most recently as the Chairman, Director.
The principal office where Welch Hornsby & Welch, Inc performs its advisory services is located at One Commerce Street, Suite 800, Montgomery, AL 36104 The mailing address of the firm is P.O. Box 4959, Montgomery, AL 36103. An additional office of the firm is in Birmingham, AL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 334-272-1192 or by fax 334-244-9091. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.