Welz Financial Services, Inc. is an adviser based in Stockton. It manages $78.33 million of regulatory assets for 334 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California and Nebraska.
Welz Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Welz Financial Services, Inc. is $78.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -24% 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 Welz Financial Services, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.
Taylor Michael Welz has been acting as President since 1 Jun 2007. Stacia Jo Houston joined the executive team most recently as the Vice President.
The principal office where Welz Financial Services, Inc. performs its advisory services is located at 7474 Shoreline Drive, Stockton, CA 95219 5468, which is also the mailing address of the firm. An additional office of the firm is in Grass Valley, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 209-472-9359 or by fax 209-472-9379. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday.