John
Steiner

Welon Partners

CRD#4502413
Investment Advisor
in Montgomery, AL

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About this Advisor

John Steiner is a chartered financial analyst operating in Montgomery, Alabama, who has been in the advisory business for 13 years. Steiner currently works for Welon Partners. Over the course of their career, Steiner has held roles at Alatrust Inc and Oakworth Capital Bank. Steiner is registered to operate in Alabama. Welon Partners is an advisory firm that has its headquarters in Montgomery, Alabama. It manages $12 million in assets between its seven client accounts, placing it among the smaller financial advisory firms in the United States by assets under management. The advisory firm has a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on the services offered. Fees charged by Welon Partners likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

105 Tallapoosa Street Suite 109
Montgomery, AL 36104

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Welon Partners Brokerage Details

Total Assets Under Management

$11,730,220

AL Average: $1,620,585,161
Total Number of Employees

2

AL Average: 52
Total Number of Accounts

7

AL Average: 1,560
Average Account Size

$1,675,746

AL Average: $1,038,837

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Investment Advisory Services

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

John Steiner Work History

John has 13 years of experience.

2015 - 2018 (3 years)

Oakworth Capital Bank

2007 - 2015 (8 years)

Alatrust Inc

Disclosures

John Steiner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Welon Partners

Robert Allan
Montgomery, AL
John Steiner
Montgomery, AL

This content was compiled from the SEC and FINRA.

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