AdvisorOS Directory
Claim Profile
JW

Josh Owen Welch

WELCH INVESTMENT GROUP, LLC·GRANTS PASS, Oregon
Unclaimed Profile
313 NW "A" STREET, GRANTS PASS, OR 97526CRD# 5769231Firm CRD# 131006
01

About

Josh Owen Welch is a registered financial advisor based in GRANTS PASS, Oregon, affiliated with WELCH INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WELCH INVESTMENT GROUP, LLC
WELCH INVESTMENT GROUP, LLC
AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WELCH INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5769231
Firm CRD# 131006
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GRANTS PASS?

Browse all registered financial advisors in GRANTS PASS, Oregon or claim this profile if it's yours.

Browse GRANTS PASS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Josh Owen Welch offer?
Josh Owen Welch specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANTS PASS, Oregon for a consultation.
What are Josh Owen Welch's credentials?
Josh Owen Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Josh Owen Welch located?
Josh Owen Welch is based in GRANTS PASS, Oregon, working with WELCH INVESTMENT GROUP, LLC. Their office serves clients in the GRANTS PASS metropolitan area and surrounding communities.
How does Josh Owen Welch charge for services?
Josh Owen Welch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELCH INVESTMENT GROUP, LLC?
WELCH INVESTMENT GROUP, LLC has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GRANTS PASS
Joshua Lewis — KINGSVIEW WEALTH MANAGEMENT, LLCSean Patrick Mcgillivray — KINGSVIEW WEALTH MANAGEMENT, LLCJames Steven Welch — WELCH INVESTMENT GROUP, LLCSean C. Ealy — WELCH INVESTMENT GROUP, LLCAlessandro Abaroa — KINGSVIEW WEALTH MANAGEMENT, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile