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Building 2DAVID WENDELL ASSOCIATES, INC.

Map pinPORTSMOUTH, NH
Phone603-427-0200
NotebookSEC #801-47437
Total AUM
$1.3B
Employees
5
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 NEW HAMPSHIRE AVENUE, SUITE 300
PORTSMOUTH
NH 03801-2904
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
603-427-0200

ReceiptFinancials

Total AUM
$1.3B
Accounts
465
Discretionary
$1.1B
Accounts
422
Non-Discretionary
$188.2M
Accounts
43

ContactClients

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Individual Clients
234
AUM
$89.5M
HNW Individual Clients
208
AUM
$988.2M
Banking Clients
1
AUM
$41.6M
Pension/Profit Sharing Plan Clients
1
AUM
$88.2M
Charitable Organization Clients
17
AUM
$122M
Corporation or Business Clients
1
AUM
$780K
Other Clients
1
AUM
$0
Description of Other Clients
CONSULTING

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILKYMAMDMEMIMONHNYOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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