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Building 2WELLESLEY INVESTMENT PARTNERS, LLC

Map pinWELLESLEY, MA
Phone781-431-1325
NotebookSEC #801-68361
Total AUM
$419.5M
Employees
9
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 CENTRAL STREET
FLOOR 2
WELLESLEY
MA 02482
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
781-431-1325

ReceiptFinancials

Total AUM
$419.5M
Accounts
617
Discretionary
$389M
Accounts
614
Non-Discretionary
$30.5M
Accounts
3

ContactClients

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Individual Clients
94
AUM
$37.1M
HNW Individual Clients
135
AUM
$336.8M
Banking Clients
2
AUM
$30.5M
Pension/Profit Sharing Plan Clients
1
AUM
$856.5K
Charitable Organization Clients
7
AUM
$13.9M
Corporation or Business Clients
1
AUM
$302.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMAMENHTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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