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).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $328,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, VA

Financial Advisors at Guelich Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Connie C. Guelich
CRD#: 1106380
1401 Franklin Road Sw, Roanoke, VA 24016
96
Wealthminder
score

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.

2
Robert S. Guelich
CRD#: 4185084
1401 Franklin Road Sw, Roanoke, VA 24016
73
Wealthminder
score

Robert Guelich (CRD# 4185084) is an Investment Advisor Representative working at Guelich Capital Management, LLC in Roanoke, VA and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.