Unclaimed Profile

Sean C. Ealy

WELCH INVESTMENT GROUP, LLC·GRANTS PASS, Oregon

Clean record7 years registeredWELCH INVESTMENT GROUP, LLC

313 NW "A" STREET, GRANTS PASS, OR 97526CRD# 5643650Firm CRD# 131006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sean C. Ealy · GRANTS PASS, OR

Registration

CRD #5643650 · WELCH INVESTMENT GROUP, LLC · 7 years registered

Brand Profile

Not yet started

Career History

WELCH INVESTMENT GROUP, LLC

Jan 2019 – present

Registrations & Exams

Registration record

First registered · January 8, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELCH INVESTMENT GROUP, LLC

CRD 131006 · SEC 801-111891

AUM

$213M

Regulatory assets under management

Employees

883 client accounts

Services offered by WELCH INVESTMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELCH INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Sean C. Ealy offer?

Sean C. Ealy specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANTS PASS, Oregon for a consultation.

What are Sean C. Ealy's credentials?

Sean C. Ealy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean C. Ealy located?

Sean C. Ealy 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 Sean C. Ealy charge for services?

Sean C. Ealy'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.

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