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WELCH & FORBES LLC

Tel: 617-523-1635
45 School Street
Boston, Massachusetts  02108

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WELCH & FORBES LLC

WELCH & FORBES LLC is a Boston, Massachusetts based financial advisory firm with nearly $7,909,329,376 in assets under management and provides investment advisory services for 3406 clients. There are currently 55 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

115119

SEC#:

801-60532

No. of Clients:

3406

Assets under Management

$7,909,329,376

No. of Advisors:

55

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