David Wendell Associates, Inc.

David Wendell Associates, Inc. (CRD# 106664) is a financial advisory firm headquartered in Portsmouth, NH. They manage $1,270,956,000 in 487 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801
http://www.davidwendell.com
By the Numbers
  • Total Assets Under Management
    1,271
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $2,609,766
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, KY, MA, MD, ME, MI, MO, NH, NY, OH, PA, TX, VA

Financial Advisors at David Wendell Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Neil Bleicken, financial advisor Portsmouth NH
Neil G. Bleicken
CRD#: 2771221
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801

Neil Bleicken (CRD# 2771221) is an Investment Advisor Representative working at David Wendell Associates, Inc. in Portsmouth, NH and has over 12 years of experience in the finance industry.

2
William Mitchell, financial advisor Portsmouth NH
William H. Mitchell
CRD#: 1688663
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801

William Mitchell (CRD# 1688663) is an Investment Advisor Representative working at David Wendell Associates, Inc. in Portsmouth, NH and has over 36 years of experience in the finance industry.

3
Karen Wendell, financial advisor Portsmouth NH
Karen &. Wendell
CRD#: 2466451
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801

Karen Wendell (CRD# 2466451) is an Investment Advisor Representative working at David Wendell Associates, Inc. in Portsmouth, NH and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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