14325 Willard Road
Suite 104
Chantilly, Virginia 20151-2110
Tel: 877-836-1993
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105837 |
SEC# | 801-41552 |
Assets Managed by Firm | $1,179,818,607 |
No. of Clients | 8396 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 8396 | $1,179,818,607 |
Individuals (other than high net worth individuals) | 8211 | $835,732,784 |
High net worth individuals | 185 | $344,085,823 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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