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WELCH & FORBES LLC
CRD 115119 · SEC 801-60532
45 SCHOOL STREET, BOSTON, MA, 02108, United States
Phone
617-523-1635
Fax
617-742-6243
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.90B
Discretionary AUM
$9.66B
Team
55 total employees; 12 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 165 | $164.5M |
| High net worth individuals | 478 | $8.01B |
| Pooled investment vehicles | 2 | $7K |
| Pension/profit sharing plans | 4 | $8.6M |
| Charitable organizations | 26 | $157.3M |
| Other investment advisers | 2 | $1.51B |
| Corporations/business entities | 22 | $44.9M |
States served
VT, AZ, CA, CO, GA, IL, LA, ME, MD, MA, MT, NJ, NY, NC, OR, PA, RI, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD