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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 03801-2904
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 $1,270,956,000 assets under management, offering retirement planning & investment advisory services to 487 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 | $1,270,956,000 |
| No. of Clients | 487 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 487 | $1,270,956,000 |
| Individuals (other than high net worth individuals) | 245 | $92,701,000 |
| High net worth individuals | 220 | $962,765,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $79,414,000 |
| Charitable organizations | 16 | $100,466,000 |
| Corporations or other businesses | Fewer than 5 clients | $617,000 |
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