Guelich Capital Management, LLC is an adviser based in Roanoke. It manages $46.36 million of regulatory assets for 201 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Texas, and Virginia.
Guelich Capital Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Guelich Capital Management, LLC is $46.36 million. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Guelich Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Connie Cross Guelich has been acting as President since 1 Apr 2006. Robert Steven Guelich joined the executive team most recently as the Vice President.
The principal office where Guelich Capital Management, LLC performs its advisory services is located at 1401 Franklin Road, Sw, Roanoke, VA 24016, 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 540-772-4545 or by fax 540-772-9441. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.guelichcapital.com.