100 Market Street
Suite 203
Portsmouth, New Hampshire 3801
Tel: 781-416-4000
WELLESLEY ASSET MANAGEMENT, INC, formally registered with the SEC as WELLESLEY ASSET MANAGEMENT, INC. The firm was established in 06/27/2002. They have over 2 offices throughout the country.
WELLESLEY ASSET MANAGEMENT, INC. is a Portsmouth, New Hampshire based Financial Planning firm with nearly $2,394,519,530 assets under management, offering retirement planning & investment advisory services to 1814 clients. The firm is staffed with 34 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116176 |
SEC# | 801-61288 |
Assets Managed by Firm | $2,394,519,530 |
No. of Clients | 1814 |
No. of Advisors | 34 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1814 | $2,394,519,530 |
Individuals (other than high net worth individuals) | 1467 | $664,486,696 |
High net worth individuals | 315 | $651,125,506 |
Pension and profit sharing plans | 6 | $31,589,533 |
Charitable organizations | 2 | $913,839 |
Corporations or other businesses | 16 | $44,436,015 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$8,878,539,401 | 64 | 124 | |
$7,540,692,270 | 20 | 104 | |
$4,059,119,000 | 50 | 24 | |
$2,888,383,638 | 1862 | 43 | |
$1,325,621,457 | 3307 | 18 |
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