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Steven Welch, Certified Public Accountant (Grants Pass)


Steven Welch, Certified Public Accountant is a large advisory firm based in Grants Pass. It manages $34 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Oregon.

Steven Welch, Certified Public Accountant provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Steven Welch, Certified Public Accountant: assets under management

The assets under management (AUM) of Steven Welch, Certified Public Accountant is $34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $113.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Steven Welch, Certified Public Accountant for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grants Pass

The principal office where Steven Welch, Certified Public Accountant 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.


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