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Wellington Consulting Services Inc
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CRD # | 105837 |
SEC # | 801-41552 |
CIK # | |
AUM | $1.2 BB (2024-05-02) |
Employees | 14 (64% Investors, 0% Brokers) |
Phone | 877-836-1993 |
Address | 14325 Willard Road Chantilly, VA 20151-2110 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 8,211 | 835.7 |
(b) Individuals (high net worth individuals) | 185 | 344.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 8,396 | 1,179.8 |
By Discretionary | ||
Discretionary | 8,063 | 1,091.3 |
Non-Discretionary | 333 | 88.5 |
Total | 8,396 | 1,179.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,179.8 | |
Total | 8,396 | 1,179.8 |
Related Firms | State | AUM ($BB) |
---|---|---|
Wellington Management Company LLP
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|
MA | 1,282.7 |
Wellington Management International Limited
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|
101.3 | |
Wellington Alternative Investments LLC
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|
MA | 50.6 |
Wellington Management Japan PTE Ltd
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|
18.1 | |
Wellington Management Hong Kong Limited
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|
11.8 | |
Wellington Funds US LLC
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|
MA | 5.0 |
Wellington Consulting Services Inc
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|
VA | 1.2 |
Wellington Shields Capital Management LLC
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|
NY | 0.9 |
Wellington Shields & Co LLC
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|
NY | 0.4 |
Wellington-Altus USA Inc
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0.1 | |
Wellington Management Singapore PTE Ltd
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|
0.0 | |
Wellington Management Co LLP
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|
MA | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Octagon Financial Services Inc
✚
|
VA | 1.2 |
TRB Wealth Management LLC
✚
|
TX | 1.2 |
JM Forbes & Co LLP
✚
|
MA | 1.2 |
Galvin Gaustad & Stein LLC
✚
|
AZ | 1.2 |
Focused Wealth Management Inc
✚
|
NY | 1.2 |
Strategic Family Wealth Counselors LLC
✚
|
NJ | 1.2 |
Edgemoor Investment Advisors Inc
✚
|
MD | 1.2 |
Cutler Investment Counsel LLC
✚
|
OR | 1.2 |
Adamo Capital Family Office LLC
✚
|
FL | 1.2 |
Next Century Growth Investors LLC
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|
MN | 1.2 |