Welch Investment Group, LLC

Welch Investment Group, LLC (CRD# 131006) is a financial advisory firm headquartered in Grants Pass, OR. They manage $212,710,658 in 883 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

313 Nw "a" Street, Grants Pass, OR 97526

http://www.welchig.com

By the Numbers

Total Assets Under Management

213

MILLION
Total Number of Accounts

883

ACCOUNTS
Average Account Value

$240,895

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Welch Investment Group, LLC

Showing 1 - 2 of 2 top financial advisors.

Sean C. Ealy

CRD#: 5643650

313 Nw "a" Street, Grants Pass, OR 97526

Sean Ealy (CRD# 5643650) is an Investment Advisor Representative working at Welch Investment Group, LLC in Grants Pass, OR and has 1 year of experience in the finance industry.

Josh O. Welch

CRD#: 5769231

313 Nw "a" Street, Grants Pass, OR 97526

Josh Welch (CRD# 5769231) is an Investment Advisor Representative working at Welch Investment Group, LLC in Grants Pass, OR and has over 15 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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