WELCH & FORBES LLC
SEC Form ADV profile.
Total regulatory AUM
$9,903,464,752
Discretionary
$9,660,612,610
Non-discretionary
$242,852,142
Firm details
- CRD number
- 115119
- SEC file number
- 801-60532
- Main office
- BOSTON, MA, United States
- Employees
- 55
- SEC status
- Approved
- Website
- HTTP://WWW.WELCHFORBES.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.