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⚲
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| Wellington Consulting Services Inc
✚
|
|
|---|---|
| CRD # | 105837 |
| SEC # | 801-41552 |
| CIK # | |
| AUM | $969.7 MM (2023-03-30) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Phone | 877-836-1993 |
| Address | 14325 Willard Road Chantilly, VA 20151-2110 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,937 | 700.6 |
| (b) Individuals (high net worth individuals) | 154 | 269.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,091 | 969.7 |
| By Discretionary | ||
| Discretionary | 7,764 | 900.2 |
| Non-Discretionary | 327 | 69.5 |
| Total | 8,091 | 969.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 969.7 | |
| Total | 8,091 | 969.7 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wellington Management Company LLP
✚
|
MA | 1,204.7 |
|
Wellington Management International Limited
✚
|
101.3 | |
|
Wellington Alternative Investments LLC
✚
|
MA | 43.4 |
|
Wellington Management Singapore PTE Ltd
✚
|
29.4 | |
|
Wellington Management Japan PTE Ltd
✚
|
19.0 | |
|
Wellington Management Hong Kong Limited
✚
|
13.4 | |
|
Wellington Funds US LLC
✚
|
MA | 5.2 |
|
Wellington Shields Capital Management LLC
✚
|
NY | 1.0 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.0 |
|
Wellington Shields & Co LLC
✚
|
NY | 0.4 |
|
Wellington-Altus USA Inc
✚
|
0.0 | |
|
Wellington Management Co LLP
✚
|
MA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
KLCM Advisors Inc
✚
|
WI | 1.0 |
|
Gilbert & Cook Inc
✚
|
IA | 1.0 |
|
Folger Nolan Fleming Douglas Incorporated
✚
|
DC | 1.0 |
|
Pbmares Wealth Management LLC
✚
|
VA | 1.0 |
|
Calton & Associates Inc
✚
|
FL | 1.0 |
|
Edgemoor Investment Advisors Inc
✚
|
MD | 1.0 |
|
Kingswood Wealth Advisors LLC
✚
|
CA | 1.0 |
|
Hahn Capital Management LLC
✚
|
CA | 1.0 |
|
CRA Financial Services LLC
✚
|
NJ | 1.0 |
|
Barnes Pettey Financial Advisors LLC
✚
|
MS | 1.0 |