Welon Partners

Welon Partners (CRD# 297322) is a financial advisory firm headquartered in Montgomery, AL. They manage $41,680,022 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

105 Tallapoosa Street, Suite 109, Montgomery, AL 36104

https://www.welonpartners.com

By the Numbers

Total Assets Under Management

42

MILLION
Total Number of Accounts

78

ACCOUNTS
Average Account Value

$534,359

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Welon Partners

Showing 1 - 2 of 2 top financial advisors.

Robert J. Allan

CRD#: 6956932

105 Tallapoosa Street, Suite 109, Montgomery, AL 36104

Robert Allan (CRD# 6956932) is an Investment Advisor Representative working at Welon Partners in Montgomery, AL and has over 6 years of experience in the finance industry.

John E. Steiner

CRD#: 4502413

105 Tallapoosa Street, Suite 109, Montgomery, AL 36104

John Steiner (CRD# 4502413) is an Investment Advisor Representative working at Welon Partners in Montgomery, AL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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