David Wendell Associates, Inc.

David Wendell Associates, Inc. (CRD# 106664) is a financial advisory firm headquartered in Portsmouth, NH. They manage $723,727,000 in 513 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    724
    MILLION
  • Total Number of Accounts
    513
    ACCOUNTS
  • Average Account Value
    $1,410,774
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, IN, KY, MA, ME, MI, MO, NH, NJ, NY, OH, PA, TX, VA, VT

Financial Advisors at David Wendell Associates, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Peter J. Boland
CRD#: 2972568
325 Corporate Drive, Portsmouth, NH 03801
96
Wealthminder
score

Peter Boland (CRD# 2972568) is an Investment Advisor Representative working at David Wendell Associates, Inc. in Portsmouth, NH and has over 19 years of experience in the finance industry.

2
William H. Mitchell
CRD#: 1688663
2nd Floor, 325 Corporate Drive, Portsmouth, NH 03801
93
Wealthminder
score

William Mitchell (CRD# 1688663) is an Investment Advisor Representative working at David Wendell Associates, Inc. in Portsmouth, NH and has over 29 years of experience in the finance industry.

3
Kathryn E. Shea
CRD#: 4869718
325 Corporate Drive, 2nd Floor, Portsmouth, NH 03801
93
Wealthminder
score

Kathryn Shea (CRD# 4869718) 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.

4
Neil G. Bleicken
CRD#: 2771221
2nd Floor, 325 Corporate Drive, Portsmouth, NH 03801
90
Wealthminder
score

Neil Bleicken (CRD# 2771221) is an Investment Advisor Representative working at David Wendell Associates, Inc. in Portsmouth, NH and has over 4 years of experience in the finance industry.

5
Jane K. Barr
CRD#: 4361641
325 Corporate Drive, Portsmouth, NH 03801
87
Wealthminder
score

Jane Barr (CRD# 4361641) is an Investment Advisor Representative working at David Wendell Associates, Inc. in Portsmouth, NH and has 1 year of experience in the finance industry.

6
Karen &. Wendell
CRD#: 2466451
325 Corporate Drive, Portsmouth, NH 03801
73
Wealthminder
score

Karen Wendell (CRD# 2466451) is an Investment Advisor Representative working at David Wendell Associates, Inc. in Portsmouth, NH and has over 15 years of experience in the finance industry.

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