Welch Investment Group LLC
Legal Name: WELCH INVESTMENT GROUP, LLC
Full Contact Details
Welch Investment Group LLC
313 NW "A" STREET, GRANTS PASS, OR
541-474-6616
541-955-1681
Other Info
Welch Investment Group LLC, legally recognized as WELCH INVESTMENT GROUP, LLC, is an Oregon-based Limited Liability Company. It comprises 4 staff members, 3 of whom are in advisory positions. While its client base is undisclosed, its SEC status is listed as Approved, with a registration date of Oct 20, 2017, indicating it is a licensed and registered investment advisory firm.
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HOMEACCOUNT ACCESSPRINCIPAL INFORMATIONCONTACTFORM CRSDISCLAIMER REGISTERED INVESTMENT ADVISER Planning Asset Management Consulting ACCOUNT ACCESS Welch Investment Group, LLC | 313 NW A Street, Grants Pass Oregon 97526 | 541.474.6616 | [email protected] ADDITIONAL INFORMATION ABOU…
Direct Owners
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JAMES STEVEN WELCH
MANAGING MEMBER owns more than 50% but less than 75%
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JOSH OWEN WELCH
CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%