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93 Financial Group, LLC

● SEC registered since 2013CRD 144235SEC# 801-78076Woburn, MA
Export (members)
Reg. AUM
$780.3M
Employees
8
Accounts
2,438
Location
Woburn, MA

93 Financial Group, LLC assets under management

93 Financial Group, LLC is a registered investment adviser overseen by the SEC based in Woburn, MA. The firm has been registered since 2013. It reports $780.3 million in regulatory assets under management and employs 8 people.
93fg.comView on SEC.gov ↗

93 Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
John Alan WelchChief Compliance OfficerUnder 5%2017
Lawrence Eugene Welch ControlPrincipal / Managing Member50-75%2003
Paul Joseph Welch ControlPrincipal / Managing Member50-75%2003

Frequently asked questions

How much does 93 Financial Group, LLC manage?

93 Financial Group, LLC reports $780.3 million in regulatory assets under management on its Form ADV.

How many employees does 93 Financial Group, LLC have?

93 Financial Group, LLC reports 8 employees.

Where is 93 Financial Group, LLC located?

93 Financial Group, LLC is based in Woburn, MA and has been SEC-registered since 2013.

Does 93 Financial Group, LLC disclose fund performance?

93 Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address600 Unicorn Park Drive, Woburn, MA 01801
Phone781-938-6361
Fax781-933-4506
Office hours8:30 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$780.3M
Non-discretionary$0
Total (RAUM)$780.3M