Guelich Capital Management, LLC
Guelich Capital Management, LLC (CRD# 140505) is a financial advisory firm headquartered in Roanoke, VA. They manage $43,731,902 in 133 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management44MILLION
Total Number of Accounts133ACCOUNTS
Average Account Value$328,811
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Connie Guelich (CRD# 1106380) is an Investment Advisor Representative working at Guelich Capital Management, LLC in Roanoke, VA and has over 32 years of experience in the finance industry. Connie Guelich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Guelich (CRD# 4185084) is an Investment Advisor Representative working at Guelich Capital Management, LLC in Roanoke, VA and has over 17 years of experience in the finance industry.