Welch & Forbes LLC

Welch & Forbes LLC (CRD# 115119) is a financial advisory firm headquartered in Boston, MA. They manage $7,909,329,376 in 3,406 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
45 School Street, Boston, MA 02108
http://www.welchforbes.com
By the Numbers
  • Total Assets Under Management
    7,909
    MILLION
  • Total Number of Accounts
    3,406
    ACCOUNTS
  • Average Account Value
    $2,322,175
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at Welch & Forbes LLC
Showing 1 - 1 of 1 top financial advisors.
1
Amy Qiu, financial advisor Boston MA
Amy S. Qiu
CRD#: 6227817
45 School Street, Boston, MA 02108

Amy Qiu (CRD# 6227817) is an Investment Advisor Representative working at Welch & Forbes LLC in Boston, MA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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