Overview
Assets Under Management: $213 million
Headquarters: GRANTS PASS, OR
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 883
Discretionary Accounts: 883
Regulatory Filings
CRD Number: 131006
Last Filing Date: 2024-03-28 00:00:00
Website: https://welchig.com