Guelich Capital Management, LLC

Guelich Capital Management, LLC (CRD# 140505) is a financial advisory firm headquartered in Roanoke, VA. They manage $84,986,241 in 344 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1401 Franklin Road, Sw, Roanoke, VA 24016
http://www.guelichcapital.com
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $247,053
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX, VA

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

Connie Guelich (CRD# 1106380) is an Investment Advisor Representative working at Guelich Capital Management, LLC in Roanoke, VA and has over 39 years of experience in the finance industry.

2
Robert Guelich, financial advisor Roanoke VA
Robert S. Guelich
CRD#: 4185084
1401 Franklin Road Sw, Roanoke, VA 24016

Robert Guelich (CRD# 4185084) is an Investment Advisor Representative working at Guelich Capital Management, LLC in Roanoke, VA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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