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WELCH INVESTMENT GROUP, LLC

Tel: 541-474-6616
313 Nw "A" Street
Grants Pass, Oregon  97526

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WELCH INVESTMENT GROUP, LLC

WELCH INVESTMENT GROUP, LLC is a Grants Pass, Oregon based financial advisory firm with nearly $212,710,658 in assets under management and provides investment advisory services for 883 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM

Firm CRD#:

131006

SEC#:

801-111891

No. of Clients:

883

Assets under Management

$212,710,658

No. of Advisors:

3

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