Investment adviser · CRD 140505
GUELICH CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
ROANOKE, VA, United States · Form ADV filed Sep 7, 2012
- Regulatory AUM
- $46.4M Form ADV · Item 5.F
- Client accounts
- 201 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 7, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1401 FRANKLIN ROAD, SWROANOKE, VA, 24016, United States
CRD 140505
Filing source
Form ADV 668775 · Sep 7, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.