Wellesley Asset Management, Inc.

Wellesley Asset Management, Inc. (CRD# 116176) is a financial advisory firm headquartered in Wellesley, MA. They manage $2,639,066,313 in 1,763 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,639
    MILLION
  • Total Number of Accounts
    1,763
    ACCOUNTS
  • Average Account Value
    $1,496,918
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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

Financial Advisors at Wellesley Asset Management, Inc.
Showing 1 - 10 of 28 top financial advisors.
1
James W. Buckham
CRD#: 5670052
20 William Street, Suite 310, Wellesley, MA 02481
96
Wealthminder
score

James Buckham (CRD# 5670052) 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.

2
Michael E. Hogan
CRD#: 725951
20 William Street, Suite 310, Wellesley, MA 02481
96
Wealthminder
score

Michael Hogan (CRD# 725951) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 21 years of experience in the finance industry.

3
Joseph M. Buscaino
CRD#: 2831483
20 William Street, Suite G-5, Wellesley, MA 02481
93
Wealthminder
score

Joseph Buscaino (CRD# 2831483) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 21 years of experience in the finance industry.

4
Louis J. Catone
CRD#: 5804080
20 William Street, Suite 310, Wellesley, MA 02481
93
Wealthminder
score

Louis Catone (CRD# 5804080) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 6 years of experience in the finance industry.

5
Michael T. Cavanaugh
CRD#: 2366179
20 William Street, Wellesley, MA 02481
93
Wealthminder
score

Michael Cavanaugh (CRD# 2366179) 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.

6
Gregory C. Ellms
CRD#: 1314767
20 William Street, Suite 310, Wellesley, MA 02481
93
Wealthminder
score

Gregory Ellms (CRD# 1314767) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 33 years of experience in the finance industry.

7
Michael D. Foley
CRD#: 5042262
20 William Street, Suite 310, Wellesley, MA 02481
93
Wealthminder
score

Michael Foley (CRD# 5042262) 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.

8
Alan I. Gray
CRD#: 1061219
20 William Street, Suite 310, Wellesley, MA 02481
93
Wealthminder
score

Alan Gray (CRD# 1061219) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 35 years of experience in the finance industry.

9
Eric M. Kellar
CRD#: 2941188
20 William Street, Suite 310, Wellesley, MA 02481
93
Wealthminder
score

Eric Kellar (CRD# 2941188) 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.

10
William D. Kindle
CRD#: 2322839
20 William Street, Suite 310, Wellesley, MA 02481
93
Wealthminder
score

William Kindle (CRD# 2322839) 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.

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