Welch, Suplee & Associates, Inc. (Sarasota)

Name: Welch, Suplee & Associates, Inc.
Address: 8830 S. Tamiami Trail, Suite 140, Sarasota, FL, 34238
Telephone: 941-918-2777

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.

Welch, Suplee & Associates: assets under management

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 firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.57 thousand each.

Fees & Commissions

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. 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.

Careers at Welch, Suplee & Associates, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Warren Welch	President/secretary	1 Jan 2000	75% - 100%	2173192
Thomas Andris Suplee	Vice president/treasurer	1 Jan 2000	Other	3111779

Based in Sarasota

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.