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WELCH INVESTMENT GROUP, LLC
313 Nw "A" Street
Grants Pass, Oregon 97526
Tel: 541-474-6616
About WELCH INVESTMENT GROUP, LLC
WELCH INVESTMENT GROUP, LLC, formally registered with the SEC as WELCH INVESTMENT GROUP, LLC. The firm was established in 10/20/2017. They have over 1 offices throughout the country.
WELCH INVESTMENT GROUP, LLC is a Grants Pass, Oregon based Financial Planning firm with nearly $212,710,658 assets under management, offering retirement planning & investment advisory services to 883 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131006 |
| SEC# | 801-111891 |
| Assets Managed by Firm | $212,710,658 |
| No. of Clients | 883 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 883 | $212,710,658 |
| Individuals (other than high net worth individuals) | 279 | $53,297,500 |
| High net worth individuals | 81 | $147,341,493 |
| Pension and profit sharing plans | 4 | $7,981,474 |
| Charitable organizations | 5 | $3,641,505 |
| Corporations or other businesses | 2 | $448,686 |
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