Wellington Management Company LLP
Wellington Management Company LLP (CRD# 106595) is a financial advisory firm headquartered in Boston, MA. They manage $945,141,817,760 in 1,503 accounts and serve the financial needs of clients across 32 states (or territories).
Total Assets Under Management945,142MILLION
Total Number of Accounts1,503ACCOUNTS
Average Account Value$628,836,871
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, TN, TX, VA, WA, WI
Gregory Williams (CRD# 5697949) is an Investment Advisor Representative working at Wellington Management Company LLP in Boston, MA and has over 8 years of experience in the finance industry.