Overview
Assets Under Management: $909 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 255
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 255
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.73
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 480
Discretionary Accounts: 464
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 150529
Last Filing Date: 2024-10-14 00:00:00
Website: https://wellingtonshields.com