Welch & Forbes LLC

Welch & Forbes LLC es una Compañía de Responsabilidad Limitada registrada en la SEC como Aprobada en el mercado financiero estadounidense. Con 55 empleados, 13 en roles de asesoramiento, ofrecen sus servicios a un número desconocido de clientes. La empresa ha estado proporcionando servicios financieros desde el 31 de agosto de 2001.

• ADRIENNE G. SILBERMANN

  EXECUTIVE VICE PRESIDENT posee menos de 5%

• AMG WF HOLDINGS LLC

  MANAGER MEMBER posee 75% o más

• BENJAMIN JACKSON WILLIAMS

  EXECUTIVE VICE PRESIDENT posee menos de 5%

• KURT HENRY WALTER

  EXECUTIVE VICE PRESIDENT & TREASURER posee menos de 5%

• OLIVER AMES SPALDING

  EXECUTIVE VICE PRESIDENT posee menos de 5%

• THEODORE EDWARD OBER

  EXECUTIVE VICE PRESIDENT posee menos de 5%

• TODD R JUNDI

  SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER posee menos de 5%

• AFFILIATED MANAGERS GROUP, INC.

  SERIES A MEMBER AND MANAGER posee 75% o más

• AMG WEALTH PARTNERS, LP

  MANAGER AND SOLE MEMBER posee 75% o más

• AMG WP GP HOLDINGS CORP

  GENERAL PARTNER

• AMG WP LP HOLDINGS, LLC

  LIMITED PARTNER posee 75% o más

• RELIANCE TRUST COMPANY
  Estados Unidos

• MIROVA US
• SSGA Funds Management Inc
• Spring Lake Equity Management LLC
• Catalyst Financial Partners LLC
• Monarch Partners Asset Management LLC
• Monashee Investment Management LLC
• Eventide Asset Management LLC
• Geode Capital Management LLC
• TECH Square Trading LP
• Cooper Lapman Financial LLC

• The Battle of Q4 2022 vs. Q1 2023: Welch & Forbes LLC's 13F Holdings Comparison

• Apple Inc $108,919k
• ANSYS Inc $97,344k
• Alphabet Inc $63,028k
• ABBOTT LABS $52,583k
• ADP $43,921k
• AFLAC INC $36,966k
• ABBVIE INC $31,888k
• AMERIPRISE FINL INC $31,164k
• ALPHABET INC $26,311k
• Booking Holdings, Inc. $26,236k