93 Financial Group, LLC
● SEC registered since 2013CRD 144235SEC# 801-78076Woburn, MA
Reg. AUM
$899.7M
Employees
8
Accounts
2,466
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 $899.7 million in regulatory assets under management and employs 8 people.
93 Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Alan Welch | Chief Compliance Officer | Under 5% | 2017 |
| Lawrence Eugene Welch Control | Principal / Managing Member | 50-75% | 2003 |
| Paul Joseph Welch Control | Principal / Managing Member | 50-75% | 2003 |
Frequently asked questions
How much does 93 Financial Group, LLC manage?
93 Financial Group, LLC reports $899.7 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
| Address | 600 Unicorn Park Drive, Woburn, MA 01801 |
| Phone | 781-938-6361 |
| Fax | 781-933-4506 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$899.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$899.7Mregulatory AUM
Discretionary $899.7M