Welch & Forbes LLC
Legal Name: WELCH & FORBES LLC
Other Info
Welch & Forbes LLC is a Limited Liability Company registered with the SEC as Approved in the US financial market. Having 55 employees, 13 in advisory roles, they offer their services to an unknown number of clients. The firm has been providing financial services since August 31, 2001.
Wealth Management in Boston Since 1838 | Welch & Forbes LLC
Wealth Management with a commitment to integrity, stability & accessibility, managing the financial interests of generations of families for over 180 years.
Direct Owners
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ADRIENNE G. SILBERMANN
EXECUTIVE VICE PRESIDENT owns less than 5%
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AMG WF HOLDINGS LLC
MANAGER MEMBER owns 75% or more
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BENJAMIN JACKSON WILLIAMS
EXECUTIVE VICE PRESIDENT owns less than 5%
-
KURT HENRY WALTER
EXECUTIVE VICE PRESIDENT & TREASURER owns less than 5%
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OLIVER AMES SPALDING
EXECUTIVE VICE PRESIDENT owns less than 5%
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THEODORE EDWARD OBER
EXECUTIVE VICE PRESIDENT owns less than 5%
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TODD R JUNDI
SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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AFFILIATED MANAGERS GROUP, INC.
SERIES A MEMBER AND MANAGER owns 75% or more
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AMG WEALTH PARTNERS, LP
MANAGER AND SOLE MEMBER owns 75% or more
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AMG WP GP HOLDINGS CORP
GENERAL PARTNER
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AMG WP LP HOLDINGS, LLC
LIMITED PARTNER owns 75% or more
Custodians
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RELIANCE TRUST COMPANY
United States
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