Welch Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$238,510,609
Total clients
379
15% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
190
Average account size
$629,316
Client services
Fee options
$0 - $1,000,000: 0.80% $1,000,001+: 0.60%
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Welch Investment Group, LLC
313 Nw "A" Street
Grants Pass OR 97526, United States
Number of offices
1
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