WELCH & FORBES LLC
Tel: 617-523-1635 45 School Street Boston, Massachusetts 02108
About 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
Firm CRD#:
115119
Firm SEC#:
801-60532
Assets Under Management:
$7,909,329,376
No. of Clients:
3406
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
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