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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
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