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DAVID WENDELL ASSOCIATES, INC.

Tel: 603-427-0200
1 New Hampshire Avenue, Suite 300
Portsmouth, New Hampshire  03801-2904

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DAVID WENDELL ASSOCIATES, INC.

DAVID WENDELL ASSOCIATES, INC. is a Portsmouth, New Hampshire based financial advisory firm with nearly $1,270,956,000 in assets under management and provides investment advisory services for 487 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

106664

SEC#:

801-47437

No. of Clients:

487

Assets under Management

$1,270,956,000

No. of Advisors:

5

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