Welch & Forbes LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 115119
- Registered since
- August 31, 2001
- Website
- www.welchforbes.com
- Custodians
- RELIANCE TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.91%
- Other Investment Advisers15.3%
- Individuals1.66%
- Charitable Organizations1.59%
- Corporations / Businesses0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Welch & Forbes LLC is an independent registered investment adviser formed in 2001 that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers financial planning and discretionary portfolio management across individual accounts, pooled investment vehicles, and institutional or business mandates. Its advisory mix includes percentage-of-AUM and fixed-fee arrangements. Welch & Forbes identifies as an active ESG investor and is involved in sponsor/GP roles for pooled vehicles; regulatory and affiliate activities include broker-dealer relationships and other adviser or commodity pool operator/CTA roles. The firm has appeared on industry lists, including a 2020 FA Magazine recognition and repeated Top 100 RIA placements in Barron’s from 2021 through 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
2 of 2
Kurt Walter
Chief Financial OfficerCRD 4443023
Todd Jundi
Chief Compliance OfficerCRD 2400050
Contacts
3 of 8
Adrienne Silbermann
Director of Research & Portfolio ManagerCRD 4443007
Justin Wolstenholme
Portfolio ManagerCRD 6150704
Benjamin Williams
Portfolio ManagerCRD 1626225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$552M in ETFs
74%
$408M
26%
$143M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TRUST (MDY) | State Street | Passive | Mid Cap Blend | $100M | 142,173 | 18.12% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 45 School St
- Time zone
- ET (UTC-5)
- Office locations
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