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| Welch Investment Group LLC
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| |
|---|---|
| CRD # | 131006 |
| SEC # | 801-111891 |
| CIK # | 0001443095, 0001697444 |
| AUM | $212.7 MM (2024-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 541-474-6616 |
| Address | 313 NW A Street Grants Pass, OR 97526 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.1 | |
| SFBS | 4.2 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| QCOM | 147.4 | 0.1 | |
| JPM | 340.2 | 0.1 | |
| AJG | 34.3 | 0.1 | |
| ABBV | 269.5 | 0.1 | |
| SO | 75.0 | 0.1 | |
| CL | 66.1 | 0.1 | |
| XOM | 385.5 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 279 | 53.3 |
| (b) Individuals (high net worth individuals) | 81 | 147.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 8.0 |
| (h) Charitable organizations | 5 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 883 | 212.7 |
| By Discretionary | ||
| Discretionary | 883 | 212.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 883 | 212.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.7 | |
| Total | 883 | 212.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001443095] | |
| 13F-HR | [0001697444] |
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