National Retirement Planning Experts

National Coverage
Local Professionals

WELLESLEY ASSET MANAGEMENT, INC.

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

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#116176
SEC#801-61288
Assets Managed by Firm$2,104,334,424
No. of Clients2188
No. of Advisors30

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 ClientsAUM
Firm Total2188$2,104,334,424
Individuals (other than high net worth individuals)1889$547,118,449
High net worth individuals232$365,137,700
Pension and profit sharing plans36$121,948,849
Charitable organizations13$22,367,734
Corporations or other businesses9$8,973,127

More Retirement Planning firms in Portsmouth, New Hampshire:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
MATRIX CAPITAL MANAGEMENT COMPANY, LP
3 Pleasant Street, Suite 400
Portsmouth, NH, 03801
$12,092,862,376418
PRIME BUCHHOLZ LLC
273 Corporate Drive Suite 250
Portsmouth, NH, 03801
$10,409,452,90970129
IMPAX ASSET MANAGEMENT LLC
30 Penhallow Street Suite 400
Portsmouth, NH, 03801
$9,643,533,26319113
GLOBAL FOREST PARTNERS LP
67 Etna Road, Suite 500
Lebanon, NH, 03766
$3,554,771,0001823
LAKE STREET ADVISORS
145 Maplewood Avenue, Suite 210
Portsmouth, NH, 03801
$3,108,813,749185845

Explore More Retirement Advisors in Portsmouth, New Hampshire