Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. (CRD# 116176) is a financial advisory firm headquartered in Wellesley, MA. They manage $3,118,885,132 in 1,836 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management3,119MILLION
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Total Number of Accounts1,836ACCOUNTS
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Average Account Value$1,698,739
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
James Buckham (CRD# 5670052) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 12 years of experience in the finance industry.
Joseph Buscaino (CRD# 2831483) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 25 years of experience in the finance industry.
Louis Catone (CRD# 5804080) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 10 years of experience in the finance industry.
Paul Chamberlain (CRD# 2705074) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Pleasant Hill, IA and has over 22 years of experience in the finance industry.
Nicholas Felici (CRD# 5821570) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 5 years of experience in the finance industry.
Michael Foley (CRD# 5042262) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 15 years of experience in the finance industry.
Thomas Lahaise (CRD# 2579925) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 22 years of experience in the finance industry.
Stephen Marzo (CRD# 6360570) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 5 years of experience in the finance industry.
Greg Miller (CRD# 4552351) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has 1 year of experience in the finance industry.
Michael Miller (CRD# 5058472) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 16 years of experience in the finance industry.