Welch Investment Group, LLC

Welch Investment Group, LLC (CRD# 131006) is a financial advisory firm headquartered in Grants Pass, OR. They manage $122,792,384 in 285 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $430,850
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

OR

Financial Advisors at Welch Investment Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James S. Welch
CRD#: 2726684
313 Nw A Street, Grants Pass, OR 97526
93
Wealthminder
score

James Welch (CRD# 2726684) is an Investment Advisor Representative working at Welch Investment Group, LLC in Grants Pass, OR and has over 22 years of experience in the finance industry.

2
Josh O. Welch
CRD#: 5769231
313 Nw "a" Street, Grants Pass, OR 97527
93
Wealthminder
score

Josh Welch (CRD# 5769231) is an Investment Advisor Representative working at Welch Investment Group, LLC in Grants Pass, OR and has over 9 years of experience in the finance industry.

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