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WELLESLEY ASSET MANAGEMENT, INC.

100 Market Street
Suite 203
Portsmouth, New Hampshire 3801
Tel: 781-416-4000

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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 $2,394,519,530 assets under management, offering retirement planning & investment advisory services to 1814 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#116176
SEC#801-61288
Assets Managed by Firm$2,394,519,530
No. of Clients1814
No. of Advisors34

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1814$2,394,519,530
Individuals (other than high net worth individuals)1467$664,486,696
High net worth individuals315$651,125,506
Pension and profit sharing plans6$31,589,533
Charitable organizations2$913,839
Corporations or other businesses16$44,436,015

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