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Building 2WELLINGTON CAPITAL MANAGEMENT, INC

Map pin
Phone301-941-1997
NotebookSEC #801-132664
Total AUM
$120.9M
Employees
1
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
301-941-1997

ReceiptFinancials

Total AUM
$120.9M
Accounts
212
Discretionary
$92.6M
Accounts
178
Non-Discretionary
$28.3M
Accounts
34

ContactClients

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Individual Clients
26
AUM
$6.6M
HNW Individual Clients
44
AUM
$113.8M
Pension/Profit Sharing Plan Clients
1
AUM
$513.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MD

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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