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WELLINGTON FUNDS (US) LLC

280 Congress Street
Boston, Massachusetts 02210
Tel: 617-951-5786

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About WELLINGTON FUNDS (US) LLC

WELLINGTON FUNDS (US) LLC, formally registered with the SEC as WELLINGTON FUNDS (US) LLC. The firm was established in 09/12/2017. They have over 1 offices throughout the country.

WELLINGTON FUNDS (US) LLC is a Boston, Massachusetts based Financial Planning firm with nearly $5,006,413,922 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 0 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288313
SEC#801-111643
Assets Managed by Firm$5,006,413,922
No. of Clients23
No. of Advisors0

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Other (GENERAL PARTNER OR MANAGER OF PRIVATELY OFFERED POOLED INVESTMENT VEHICLES)

Firm Client Information

No. of ClientsAUM
Firm Total23$5,006,413,922

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