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Building 2WELCH INVESTMENT GROUP, LLC

Map pinGRANTS PASS, OR
Phone541-474-6616
NotebookSEC #801-111891
Total AUM
$263.8M
Employees
3
Clients
406

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
313 NW "A" STREET
GRANTS PASS
OR 97526
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
541-474-6616

ReceiptFinancials

Total AUM
$263.8M
Accounts
973
Discretionary
$263.8M
Accounts
973
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
321
AUM
$91M
HNW Individual Clients
66
AUM
$157.6M
Pension/Profit Sharing Plan Clients
12
AUM
$10.1M
Charitable Organization Clients
6
AUM
$4.5M
Corporation or Business Clients
1
AUM
$630.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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