WELCH & FORBES LLC
SEC file number 801-60532
· BOSTON, MA
https://welchforbes.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$6.81B
Discretionary AUM
$6.62B
Employees
53
Clients
—
Firm
- Address
- 45 SCHOOL STREET
BOSTON, MA 02108 - Phone
- —
- Website
- https://welchforbes.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)