Welch & Forbes Llc, MA — Investment Adviser | BuildTrust

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WELCH & FORBES LLC

Investment AdviceBOSTON, MA

Assets Under Management

$9.2B

Total AUM

Donut chart: Discretionary 8.9B, Non-Discretionary 243.7M
Category	Value
Discretionary	8.9B
Non-Discretionary	243.7M

Adviser Information

Field	Value
CRD Number	115119
SEC Number	801-60532
Street Address	45 SCHOOL STREET
Location	BOSTON, MA 02108
Country	United States
Phone	617-523-1635
Fax	617-742-6243
Total Employees	56

Client Count by Type (705 Total)

Horizontal bar chart: High Net Worth Individual… 463, Individuals (other than H… 182, Charitable Organizations 27, Corporations/Businesses 25, Pension/Profit Sharing Pl… 5, Pooled Investment Vehicle… 2, Other Investment Advisers 1
Category	Value
High Net Worth Individual…	463
Individuals (other than H…	182
Charitable Organizations	27
Corporations/Businesses	25
Pension/Profit Sharing Pl…	5
Pooled Investment Vehicle…	2
Other Investment Advisers	1