Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. (CRD# 116176) is a financial advisory firm headquartered in Portsmouth, NH. They manage $2,104,334,424 in 2,188 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management2,104MILLION
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Total Number of Accounts2,188ACCOUNTS
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Average Account Value$961,762
- 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
David Moret (CRD# 1221301) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 38 years of experience in the finance industry.
Darlene Murphy (CRD# 4552364) 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 Rathnau (CRD# 4187542) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Homer Glen, IL and has over 23 years of experience in the finance industry.
Gerald Russo (CRD# 2853844) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 27 years of experience in the finance industry.
Dennis Scarpa (CRD# 6069453) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 9 years of experience in the finance industry.
Arik Schechet (CRD# 4688265) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 20 years of experience in the finance industry.
George Vazquez (CRD# 1451930) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 38 years of experience in the finance industry.
James Wiegel (CRD# 2678889) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 24 years of experience in the finance industry.