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WELCH INVESTMENT GROUP, LLC

SEC Form ADV profile.

Total regulatory AUM
$263,795,723
Discretionary
$263,795,723
Non-discretionary
$0

Firm details

CRD number
131006
SEC file number
801-111891
Main office
GRANTS PASS, OR, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM

As of November 2026.