WELCH INVESTMENT GROUP, LLC of GRANTS PASS, OR is an SEC-registered investment adviser (CRD 131006). Regulatory assets under management: $263.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| Josh Owen Welch | CHIEF COMPLIANCE OFFICER | — |
| Sean C Ealy | MANAGING MEMBER | — |
| WELCH JAMES STEVEN | MANAGING MEMBER; SOLE PROPRIETOR; SOLE PROPRIETOR,CCO (+1 more) | — |
| EALY SEAN C | MANAGING MEMBER | — |
| WELCH JAMES | SOLE PROPRIETOR,CCO | — |
| WELCH JOSH OWEN | CHIEF COMPLIANCE OFFICER | — |
| Sean C. Ealy | MANAGING MEMBER | — |