National Retirement Planning Experts

National Coverage
Local Professionals

WELLINGTON MANAGEMENT COMPANY LLP

280 Congress Street
Boston, Massachusetts 2210
Tel: 617-951-5000

Need a Financial Advisor?
Compare Vetted Advisors

About WELLINGTON MANAGEMENT COMPANY LLP

WELLINGTON MANAGEMENT COMPANY LLP, formally registered with the SEC as WELLINGTON MANAGEMENT COMPANY LLP. The firm was established in 10/30/1979. They have over 6 offices throughout the country.

WELLINGTON MANAGEMENT COMPANY LLP is a Boston, Massachusetts based Financial Planning firm with nearly $1,204,691,064,459 assets under management, offering retirement planning & investment advisory services to 1338 clients. The firm is staffed with 2139 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106595
SEC#801-15908
Assets Managed by Firm$1,204,691,064,459
No. of Clients1338
No. of Advisors2139

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1338$1,204,691,064,459
Pension and profit sharing plans198$68,238,730,043
Charitable organizations67$11,306,938,630
Other investment advisers8$110,891,979,871
Corporations or other businesses45$11,132,960,772

More Retirement Planning firms in Boston, Massachusetts:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
245 Summer Street
Boston, MA, 2210
$3,148,421,739,247233331108
SSGA FUNDS MANAGEMENT, INC.
1 Iron Street
Boston, MA, 2210
$841,529,842,790247250
GEODE CAPITAL MANAGEMENT, LLC
100 Summer Street, 12th Floor
Boston, MA, 2110
$803,470,618,544174156
STRATEGIC ADVISERS LLC
245 Summer Street
Boston, MA, 2210
$659,550,224,9821712300219
FIDELITY PERSONAL AND WORKPLACE ADVISORS
245 Summer Street V2a
Boston, MA, 2210
$652,548,367,853171224713507

Explore More Retirement Advisors in Boston, Massachusetts