GUELICH CAPITAL MANAGEMENT, LLC

ROANOKE, Virginia·2 registered advisors·CRD# 140505

SEC# 801-69962540-772-4545

01

Firm Overview

AUM

$46M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at GUELICH CAPITAL MANAGEMENT, LLC

2 registered advisors

Connie Cross Guelich

ROANOKE, Virginia

Robert Steven Guelich

ROANOKE, Virginia

05

Office Locations

ROANOKE, Virginia

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Data sourced from SEC Form ADV filings. GUELICH CAPITAL MANAGEMENT, LLC (CRD# 140505) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.