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WELCH INVESTMENT GROUP, LLC
WELCH INVESTMENT GROUP, LLC
GRANTS PASS, Oregon
·
3 registered advisors
·
CRD# 131006
SEC# 801-111891
0
541-474-6616
01
Firm Overview
AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at WELCH INVESTMENT GROUP, LLC
3 registered advisors
James Steven Welch
GRANTS PASS, Oregon
CRD# 2726684
Josh Owen Welch
GRANTS PASS, Oregon
CRD# 5769231
Sean C. Ealy
GRANTS PASS, Oregon
CRD# 5643650
05
Office Locations
GRANTS PASS, Oregon
3 advisors
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Data sourced from SEC Form ADV filings. WELCH INVESTMENT GROUP, LLC (CRD# 131006) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.