DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > new hampshire > portsmouth
WELLESLEY ASSET MANAGEMENT, INC.
Tel: 781-416-4000
100 Market Street Suite 203
Portsmouth, New Hampshire 03801
WELLESLEY ASSET MANAGEMENT, INC.
WELLESLEY ASSET MANAGEMENT, INC. is a Portsmouth, New Hampshire based financial advisory firm with nearly $2,104,334,424 in assets under management and provides investment advisory services for 2188 clients. There are currently 30 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Performance Based
Firm CRD#:
116176
SEC#:
801-61288
No. of Clients:
2188
Assets under Management
$2,104,334,424
No. of Advisors:
30
More Financial Advisory Firms in Portsmouth, New Hampshire
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| MATRIX CAPITAL MANAGEMENT COMPANY, LP | 160066 | 18 |
| PRIME BUCHHOLZ LLC | 106455 | 129 |
| IMPAX ASSET MANAGEMENT LLC | 114335 | 113 |
| GLOBAL FOREST PARTNERS LP | 127064 | 23 |
| LAKE STREET ADVISORS | 288300 | 45 |
| THE HARBOR GROUP, INC. | 105637 | 22 |
More Firms in Portsmouth, New Hampshire >>