$263.8M Total AUM
$263.8M Disc. AUM
-- 3Y CAGR
3 Employees
405 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-28-2005
- Office Locations
- 1
Office Locations
313 NW "A" Street Grants Pass OR
About Welch Investment Group, LLC
Welch Investment Group, LLC is a Grants Pass, Oregon RIA serving retail and institutional clients with investment management, financial planning, and insurance/portfolio construction support. Portfolios are implemented largely with ETFs alongside corporate bonds, and the firm reports custody through Charles Schwab.
Team overview
-- AVG AGE
$131.9M AVG AUM / ADVISOR
$651.3K AVG AUM / CLIENT
11.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSH OWEN WELCH
Chief Compliance Officer, Principal
- CRD
- #5769231
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SEAN C. EALY
Managing Member
- CRD
- #5643650
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $263,795,723 | $271,116 |
| Non-Discretionary | $0 | -- |
| Total | $263,795,723 | $271,116 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Other:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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