Anthony
Welch

Signaturefd, LLC

CRD#6028631
Investment Advisor
in Atlanta, GA

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About this Advisor

Anthony Welch is a financial advisor based in Atlanta, Georgia, working with Signaturefd, LLC. Anthony has previously held positions at Ned Davis Research Group and Signaturefd, LLC. Anthony has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Anthony is part of Signaturefd, LLC, which operates out of Atlanta, Georgia. The firm has 2 offices and 108 employees. The firm manages assets totaling $7.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Signaturefd, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1230 Peachtree Street, Ne Suite 1800
Atlanta, GA 30309

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Signaturefd, LLC Brokerage Details

Total Assets Under Management

$7,245,750,124

GA Average: $3,570,121,308
Total Number of Employees

108

GA Average: 58
Total Number of Accounts

9,871

GA Average: 1,608
Average Account Size

$734,044

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Anthony Welch Work History

2018 - Present (6 years)

Signaturefd, LLC

2007 - 2017 (10 years)

Ned Davis Research Group

Disclosures

Please visit the SEC profile of Anthony Welch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Signaturefd, LLC

Alex Moss
Atlanta, GA
Thomas Hill
Atlanta, GA
Mckenna Law
Atlanta, GA
Timothy Maurer
Atlanta, GA
Brian Frey
Atlanta, GA
Blake Williams
Atlanta, GA
James Sturgis
Atlanta, GA
Philip Beatty
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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