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Building 2WELCH & FORBES INC

Map pinBOSTON, MA
Phone617-523-1635
NotebookSEC #801-9704
Total AUM
$4.6B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 SCHOOL STREET
BOSTON
MA 02108
USA
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
617-523-1635

ReceiptFinancials

Total AUM
$4.6B
Accounts
2,140
Discretionary
$1.7B
Accounts
909
Non-Discretionary
$2.9B
Accounts
1,231

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS AND A PERCENTAGE OF INCOME COLLECTED

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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