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WELLINGTON CONSULTING SERVICES INC

14325 Willard Road
Suite 104
Chantilly, Virginia 20151-2110
Tel: 877-836-1993

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About WELLINGTON CONSULTING SERVICES INC

WELLINGTON CONSULTING SERVICES INC, formally registered with the SEC as WELLINGTON CONSULTING SERVICES INC. The firm was established in 06/01/1992. They have over 2 offices throughout the country.

WELLINGTON CONSULTING SERVICES INC is a Chantilly, Virginia based Financial Planning firm with nearly $1,179,818,607 assets under management, offering retirement planning & investment advisory services to 8396 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105837
SEC#801-41552
Assets Managed by Firm$1,179,818,607
No. of Clients8396
No. of Advisors14

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total8396$1,179,818,607
Individuals (other than high net worth individuals)8211$835,732,784
High net worth individuals185$344,085,823

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