Overview
Assets Under Management: $213 million
Headquarters: GRANTS PASS, OR
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Frequently Asked Questions
WELCH INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131006), WELCH INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
WELCH INVESTMENT GROUP, LLC is headquartered in GRANTS PASS, OR.
WELCH INVESTMENT GROUP, LLC serves 55 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, WELCH INVESTMENT GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WELCH INVESTMENT GROUP, LLC manages $213 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, WELCH INVESTMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
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