Wellington Capital Management, Inc.
Wellington Capital Management, Inc. (CRD# 130131) is a financial advisory firm headquartered in Bethesda, MD. They manage $109,505,131 in 154 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wellington Capital Management, Inc.
By the Numbers
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Total Assets Under Management110MILLION
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Total Number of Accounts154ACCOUNTS
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Average Account Value$711,072
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Wellington Capital Management, Inc.
1
Edmund Wellington Iii (CRD# 1130424) is an Investment Advisor Representative working at Wellington Capital Management, Inc. in Bethesda , MD and has over 40 years of experience in the finance industry.
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