WELLINGTON MANAGEMENT COMPANY LLP

280 Congress Street
Boston, Massachusetts 02210
Tel: 617-951-5000

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 7 offices throughout the country.

WELLINGTON MANAGEMENT COMPANY LLP is a Boston, Massachusetts based Financial Planning firm with nearly $1,282,732,502,947 assets under management, offering retirement planning & investment advisory services to 1559 clients. The firm is staffed with 2021 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106595
SEC#	801-15908
Assets Managed by Firm	$1,282,732,502,947
No. of Clients	1559
No. of Advisors	2021

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1559	$1,282,732,502,947
Pension and profit sharing plans	193	$71,942,703,034
Charitable organizations	72	$11,827,693,126
Other investment advisers	13	$81,383,970,934
Corporations or other businesses	39	$10,840,605,093

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