Overview
Assets Under Management: $409 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 149
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.77
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 493
Discretionary Accounts: 485
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 149021
Last Filing Date: 2024-10-14 00:00:00
Website: https://wellingtonshields.com