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WELCH & FORBES LLC
45 School Street
Boston, Massachusetts 02108
Tel: 617-523-1635
About WELCH & FORBES LLC
WELCH & FORBES LLC, formally registered with the SEC as WELCH & FORBES LLC. The firm was established in 08/31/2001. They have over 1 offices throughout the country.
WELCH & FORBES LLC is a Boston, Massachusetts based Financial Planning firm with nearly $7,909,329,376 assets under management, offering retirement planning & investment advisory services to 3406 clients. The firm is staffed with 55 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115119 |
| SEC# | 801-60532 |
| Assets Managed by Firm | $7,909,329,376 |
| No. of Clients | 3406 |
| No. of Advisors | 55 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3406 | $7,909,329,376 |
| Individuals (other than high net worth individuals) | 195 | $201,540,770 |
| High net worth individuals | 449 | $6,555,654,025 |
| Pension and profit sharing plans | 5 | $10,262,958 |
| Charitable organizations | 25 | $138,660,968 |
| Other investment advisers | 1 | $956,648,041 |
| Corporations or other businesses | 17 | $46,548,973 |
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