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Home > Retirement Planners > new hampshire > portsmouth > DAVID WENDELL ASSOCIATES, INC.
DAVID WENDELL ASSOCIATES, INC.
1 New Hampshire Avenue, Suite 300
Portsmouth, New Hampshire 3801
Tel: 603-427-0200
About DAVID WENDELL ASSOCIATES, INC.
DAVID WENDELL ASSOCIATES, INC, formally registered with the SEC as DAVID WENDELL ASSOCIATES, INC. The firm was established in 08/10/1994. They have over 1 offices throughout the country.
DAVID WENDELL ASSOCIATES, INC. is a Portsmouth, New Hampshire based Financial Planning firm with nearly $1,100,371,000 assets under management, offering retirement planning & investment advisory services to 470 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 106664 |
| SEC# | 801-47437 |
| Assets Managed by Firm | $1,100,371,000 |
| No. of Clients | 470 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 470 | $1,100,371,000 |
| Individuals (other than high net worth individuals) | 256 | $101,934,000 |
| High net worth individuals | 193 | $815,573,000 |
| Pension and profit sharing plans | $70,497,000 | |
| Charitable organizations | 15 | $83,197,000 |
| Corporations or other businesses | Fewer than 5 clients | $436,000 |
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