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WELLINGS CAPITAL

Tel: 800-844-2188
14805 Forest Rd
Suite 203
Forest, Virginia  24551

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WELLINGS CAPITAL

WELLINGS CAPITAL is a Forest, Virginia based financial advisory firm with nearly $166,371,771 in assets under management and provides investment advisory services for 10 clients. There are currently 11 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for investment companies , Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

316324

SEC#:

801-125011

No. of Clients:

10

Assets under Management

$166,371,771

No. of Advisors:

11

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