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Welch Investment Group, LLC CRD 131006
$264M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
313 Nw "A" Street, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-09 |
| OR | RA | APPROVED | 2024-01-09 |
| TX | RA | APPROVED | 2023-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rvk, Inc. | Portland | OR | 06/1995 | 01/2019 |
| Welch Investment Group, Llc | Grants Pass | OR | 01/2019 | Present |
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