Wellesley Asset Management, Inc.

Wellesley Asset Management, Inc. (CRD# 116176) is a financial advisory firm headquartered in Wellesley, MA. They manage $2,489,283,946 in 1,623 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
20 William Street, Suite 310, Wellesley, MA 02481
http://www.wellesleyinvestment.com
By the Numbers
  • Total Assets Under Management
    2,489
    MILLION
  • Total Number of Accounts
    1,623
    ACCOUNTS
  • Average Account Value
    $1,533,755
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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.

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

Financial Advisors at Wellesley Asset Management, Inc.
Showing 1 - 10 of 24 top financial advisors.
1
Andrew Blake, financial advisor Wellesley MA
Andrew W. Blake
CRD#: 6158068
20 William Street, Suite 310, Wellesley, MA 02481

Andrew Blake (CRD# 6158068) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 7 years of experience in the finance industry.

2
James Buckham, financial advisor Wellesley MA
James W. Buckham
CRD#: 5670052
20 William Street, Suite 310, Wellesley, MA 02481

James Buckham (CRD# 5670052) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 11 years of experience in the finance industry.

3
Joseph Buscaino, financial advisor Wellesley MA
Joseph M. Buscaino
CRD#: 2831483
20 William Street, Suite 310, Wellesley, MA 02481

Joseph Buscaino (CRD# 2831483) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 24 years of experience in the finance industry.

4
Louis Catone, financial advisor Wellesley MA
Louis J. Catone
CRD#: 5804080
20 William Street, Suite 310, Wellesley, MA 02481

Louis Catone (CRD# 5804080) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 8 years of experience in the finance industry.

5
Paul Chamberlain, financial advisor Pleasant Hill IA
Paul D. Chamberlain
CRD#: 2705074
Pleasant Hill, IA

Paul Chamberlain (CRD# 2705074) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Pleasant Hill, IA and has over 20 years of experience in the finance industry.

6
Nicholas Felici, financial advisor Wellesley MA
Nicholas A. Felici
CRD#: 5821570
20 William Street, Suite 310, Wellesley, MA 02481

Nicholas Felici (CRD# 5821570) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 4 years of experience in the finance industry.

7
Michael Foley, financial advisor Wellesley MA
Michael D. Foley
CRD#: 5042262
20 William Street, Suite 310, Wellesley, MA 02481

Michael Foley (CRD# 5042262) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 14 years of experience in the finance industry.

8
Keith Garte, financial advisor Wellesley MA
Keith Garte
CRD#: 2293768
20 William Street, Suite 310, Wellesley, MA 02481

Keith Garte (CRD# 2293768) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 27 years of experience in the finance industry.

9
Thomas Lahaise, financial advisor Wellesley MA
Thomas F. Lahaise
CRD#: 2579925
20 William Street, Suite 310, Wellesley, MA 02481

Thomas Lahaise (CRD# 2579925) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 20 years of experience in the finance industry.

10
John Linsenmeyer, financial advisor Wellesley MA
John Linsenmeyer
CRD#: 3268444
20 William Street, Suite 310, Wellesley, MA 02481

John Linsenmeyer (CRD# 3268444) 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.

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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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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