James Steven Welch (Grants Pass)

James Steven Welch is an adviser based in Grants Pass. It manages $66 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2005.

James Steven Welch provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

James Steven Welch: assets under management

The assets under management (AUM) of James Steven Welch is $66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $188.57 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay James Steven Welch for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grants Pass

The principal office where James Steven Welch performs its advisory services is located at 313 Nw "A" Street, Grants Pass, OR 97527, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-474-6616 or by fax 541-955-1681. The normal business hours are 8:00 to 5:00 on Monday - Friday.

James Steven Welch (Grants Pass)

James Steven Welch: assets under management

Fees & Commissions

Based in Grants Pass

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