WELLESLEY ASSET MANAGEMENT, INC.

100 Market Street
Suite 203
Portsmouth, New Hampshire 03801
Tel: 781-416-4000

About WELLESLEY ASSET MANAGEMENT, INC.

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 $2,104,334,424 assets under management, offering retirement planning & investment advisory services to 2188 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116176
SEC#	801-61288
Assets Managed by Firm	$2,104,334,424
No. of Clients	2188
No. of Advisors	30

Fee Structure

A percentage of AUM
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	2188	$2,104,334,424
Individuals (other than high net worth individuals)	1889	$547,118,449
High net worth individuals	232	$365,137,700
Pension and profit sharing plans	36	$121,948,849
Charitable organizations	13	$22,367,734
Corporations or other businesses	9	$8,973,127

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PRIME BUCHHOLZ LLC 273 Corporate Drive Suite 250 Portsmouth, NH, 03801	$10,409,452,909	70	129
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801	$3,108,813,749	1858	45

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