Welch Investment Group LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Welch Investment Group LLC
CRD #131006
SEC #801-111891
CIK #0001443095
AUM $180.0 MM (100% Disc, 100% US, 2021-03-30)
Employees 4 (75% Investors, 0% Brokers)
Address313 NW A Street
Grants Pass, OR 97527
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
EDGAR Form CIK 2011 - 2021
13F-HR [0001443095]
Comparable Firms State AUM ($BB)
Loveless Wealth Management LLC
MT 0.2
Johnson Midwest Financial LLC
IA 0.2
H&H Retirement Design and Management Inc
NV 0.2
Cloud Investments LLC
AL 0.2
Lobnek Wealth Management Inc
Prudent Investors Network Inc
CA 0.2
Rincon Pacific Management Inc
CA 0.2
Landmark Wealth Management LLC
NY 0.2
Patrick Financial Group LLC
MI 0.2
Park Capital Management LLC
WI 0.2
Terms | Privacy | Guide