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Connie Cross Guelich

GUELICH CAPITAL MANAGEMENT, LLC·ROANOKE, Virginia
Unclaimed Profile
1401 FRANKLIN ROAD, SW, ROANOKE, VA 24016CRD# 1106380Firm CRD# 140505
01

About

Connie Cross Guelich is a registered financial advisor based in ROANOKE, Virginia, affiliated with GUELICH CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GUELICH CAPITAL MANAGEMENT, LLC
GUELICH CAPITAL MANAGEMENT, LLC
AUM
$46M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GUELICH CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1106380
Firm CRD# 140505
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Connie Cross Guelich offer?
Connie Cross Guelich specializes in Financial Planning, Investment Management. Contact their office in ROANOKE, Virginia for a consultation.
What are Connie Cross Guelich's credentials?
Connie Cross Guelich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Connie Cross Guelich located?
Connie Cross Guelich is based in ROANOKE, Virginia, working with GUELICH CAPITAL MANAGEMENT, LLC. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.
How does Connie Cross Guelich charge for services?
Connie Cross Guelich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GUELICH CAPITAL MANAGEMENT, LLC?
GUELICH CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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