WELCH INVESTMENT GROUP, LLC
Grants Pass, Oregon
4.5
2 Reviews
Welch Investment Group, LLC is a reputable investment advisory firm headquartered in Grants Pass, Oregon. With a single office, the firm operates locally, serving a diverse client base. Established by its founder, Josh Welch, the company has gained recognition for its commitment to providing comprehensive investment advisory services. Welch Investment Group, LLC boasts a team of four dedicated professionals, with three of them specializing in investment advisory services. The experienced advisors at the firm possess a deep understanding of the financial markets and offer personalized strategies tailored to meet each client's uniq...
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Assets Under Mgmt

$186.37M

Investment Professionals

3

Locations

0

% 401K & Individual

29%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
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