Wellington Capital Advisors, LLC
Wellington Capital Advisors, LLC (CRD# 282696) is a financial advisory firm headquartered in San Francisco, CA. They manage $171,362,195 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management171MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$7,450,530
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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.