93 FINANCIAL GROUP, LLC

WOBURN, Massachusetts·4 registered advisors·CRD# 144235

SEC# 801-780760781-938-6361

01

Firm Overview

AUM

$639M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at 93 FINANCIAL GROUP, LLC

4 registered advisors

John Alan Welch

WOBURN, Massachusetts

Lawrence Eugene Welch

WOBURN, Massachusetts

Paul Joseph Welch

WOBURN, Massachusetts

Wallace Charles Fischer

WOBURN, Massachusetts

05

Office Locations

WOBURN, Massachusetts

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Data sourced from SEC Form ADV filings. 93 FINANCIAL GROUP, LLC (CRD# 144235) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.