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Building 2WELLESLEY ASSET MANAGEMENT, INC.

Map pinPORTSMOUTH, NH
Phone781-416-4000
NotebookSEC #801-61288
Total AUM
$2B
Employees
30
Clients
1,296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
100 MARKET STREET
SUITE 203
PORTSMOUTH
NH 03801
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
781-416-4000
Other Offices
2

ReceiptFinancials

Total AUM
$2B
Accounts
1,956
Discretionary
$2B
Accounts
1,948
Non-Discretionary
$5.6M
Accounts
8

ContactClients

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Individual Clients
958
AUM
$393.9M
HNW Individual Clients
288
AUM
$487.1M
Investment Company Clients
3
AUM
$780.6M
Pooled Vehicle Clients
1
AUM
$137.7M
Pension/Profit Sharing Plan Clients
22
AUM
$126.5M
Charitable Organization Clients
12
AUM
$44.1M
Insurance Company Clients
3
AUM
$11.1M
Corporation or Business Clients
9
AUM
$10.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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