Wellington Capital Advisors, LLC
Wellington Capital Advisors, LLC (CRD# 282696) is a financial advisory firm headquartered in San Francisco, CA. They manage $15,951,719 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$569,704
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
John Bishop (CRD# 6164317) is an Investment Advisor Representative working at Wellington Capital Advisors, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.