Welch, Suplee & Associates, Inc. is a large advisory firm based in Sarasota. It manages $25 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Welch, Suplee & Associates provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Welch, Suplee & Associates, Inc. is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% 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, Suplee & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Anthony Warren Welch has been acting as President since 1 Jan 2000. Thomas Andris Suplee joined the executive team most recently as the Vice President/Treasurer.
The principal office where Welch, Suplee & Associates, Inc. performs its advisory services is located at 8830 S. Tamiami Trail, Suite 140, Sarasota, FL 34238, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 941-918-2777 or by fax 941-966-0448. The normal business hours are 8:30am to 4:30pm on Monday - Friday. You can find more information about the New York firm at mywebadvisor.com.