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93 Financial Group, LLC

93 Financial Group, LLC. CRD 144235

93 Financial Group, LLC logo

CRD: 144235

93 Financial Group, LLC

Woburn, MA, 01801
7819386361
www.93fg.com
$899.7M Total AUM
$899.7M Disc. AUM
-- 3Y CAGR
8 Employees
1,175 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Signal beacon
Established Date
02-15-2008
Office Locations
1

Office Locations

600 Unicorn Park Drive Woburn MA

About 93 Financial Group, LLC

93 Financial Group, LLC is an independent Boston-area RIA and licensed insurance agency based in Woburn, MA. The firm provides portfolio management and asset allocation, retirement planning (IRA transfers, 401(k) rollovers, Roth conversions and distributions), and family planning including college savings and estate distribution. Insurance solutions include life insurance, annuities and long-term care; client assets are custodied with Charles Schwab & Co.

Team overview

45 AVG AGE
$179.9M AVG AUM / ADVISOR
$765.7K AVG AUM / CLIENT
16.3 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
18yrs Firm Age

Insights

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Client Personas

Element beacon

Custodian

Bridge timber Vertex Beacon

Investment Themes

Timber optima Insight

Investment Vehicles

Eagle

Services

Alpha harbor Pathway Quantum matrix Fusion frontier Element North

Technology

Fusion horizon

Owner & Executives

L

LAWRENCE EUGENE WELCH

Managing Member, Principal

CRD
#2359478
Ownership
50% but less than 75%
(251) 466-7686
bridge.foundation@timbercapital.com
in linkedin.com/in/eagle-delta
P

PAUL JOSEPH WELCH

Managing Member, Principal

CRD
#2327685
Ownership
50% but less than 75%
(456) 666-6378
insight.bridge@crestcapital.com
in linkedin.com/in/vertex-signal
S

Signal pathway

Beacon legacy

CRD
#70515
Ownership
20.8%
(549) 891-2594
vertex.ridge@peakcapital.com
in linkedin.com/in/value-signal

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Contacts

D

DAVID ROBERT BAKER

Advisor

CRD
#4119803
(379) 557-9423
insight.alpha@oakcapital.com
in linkedin.com/in/frontier-momentum
J

JAMES THOMAS WELCH

Principal

CRD
#4615463
(772) 433-5379
vital.north@vectorcapital.com
in linkedin.com/in/pioneer-foundation

Showing 2 of 5 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-27-2022
09-27-2023
03-28-2024
03-14-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $899,661,209 $364,826
Non-Discretionary $0 --
Total $899,661,209 $364,826

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Separately Managed Accounts

Total SMA Asset: $899,661,209

$899.7M Total SMA
Public Funds:
83.1%
Cash:
16.9%
Asset class Assets Assets %
Public Funds $4,656,097,718 83.1%
Cash $946,907,960 16.9%
Total $5,603,005,678 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MOMENTUM OAK MATRIX SIGNAL NQGIUJRYP HWDE 1.59% $96,397,759
FRONTIER FRONTIER BEACON CREST EMBER YMMNWFPTH EPOOA 7.66% $110,588,769
ELEMENT ZENITH MERIDIAN LEGACY NORTH 8MR58KV0K YQSIS 11.08% $112,004,620
RADIAL FRONTIER ZENITH OAK 24IDP3QKF SZOEL 5.22% $18,099,458
MERIDIAN FUSION EMBER RADIAL RIDGE 0QFMN487P XIGH 2.98% $97,679,768
HORIZON MATRIX EMBER CAPITAL QUANTUM JMGW2M1IM VDCI 4.39% $10,468,742
NORTH MATRIX SIGNAL MATRIX 1C1S95RLP FYUA 5.13% $81,996,314
EAGLE FUSION TIMBER RIDGE OZK57Z4BN EWBFT 2.93% $104,998,073

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