Welch Investment Group, LLC
Welch Investment Group, LLC (CRD# 131006) is a financial advisory firm headquartered in Grants Pass, OR. They manage $212,710,658 in 883 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Welch Investment Group, LLC
By the Numbers
-
Total Assets Under Management213MILLION
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Total Number of Accounts883ACCOUNTS
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Average Account Value$240,895
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX
Financial Advisors at Welch Investment Group, LLC
1
Sean Ealy (CRD# 5643650) is an Investment Advisor Representative working at Welch Investment Group, LLC in Grants Pass, OR and has 1 year of experience in the finance industry.
2
Josh Welch (CRD# 5769231) is an Investment Advisor Representative working at Welch Investment Group, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry.
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