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WELCH INVESTMENT GROUP, LLC
CRD 131006 · SEC 801-111891
313 NW "A" STREET, GRANTS PASS, OR, 97526, United States
Phone
541-474-6616
Fax
541-955-1681
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$263.8M
Discretionary AUM
$263.8M
Team
3 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 321 | $91.0M |
| High net worth individuals | 66 | $157.6M |
| Pension/profit sharing plans | 12 | $10.1M |
| Charitable organizations | 6 | $4.5M |
States served
CA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD