93 Financial Group, LLC

Overview

93 Financial Group, LLC is an SEC registered investment adviser based in Woburn, MA, registered since 2013. It reports $9M in assets under management across 2,466 accounts, with 8 employees. It has 5 investment adviser representatives.

Reported AUM

$9M

Discretionary

100%

Accounts

2,466

Average account

$365K

Employees

8

Advisory reps

5

Registered since

2013

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Lawrence Eugene Welch Principal, Managing Member CRD 2359478
• Paul Joseph Welch Principal, Managing Member CRD 2327685
• John Alan Welch Chief Compliance Officer CRD 4142068

Advisory reps 3 of 5

• David Robert Baker Insurance Agent · Investment Adviser Rep CRD 4119803
• James T Welch Insurance Agent · Investment Adviser Rep CRD 4615463
• John A Welch Insurance Agent · Investment Adviser Rep CRD 4142068

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

600 Unicorn Park Dr
Woburn, MA 01801

County

Middlesex

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: 93fg.com

Every state, with registration dates

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