Wellington Management Company LLP
Wellington Management Company LLP (CRD# 106595) is a financial advisory firm headquartered in Boston, MA. They manage $1,282,732,502,947 in 1,559 accounts and serve the financial needs of clients across 31 states (or territories).
Current Firm Details
Wellington Management Company LLP
By the Numbers
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Total Assets Under Management1,282,733MILLION
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Total Number of Accounts1,559ACCOUNTS
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Average Account Value$822,791,856
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
Financial Advisors at Wellington Management Company LLP
1
Gregory Williams (CRD# 5697949) is an Investment Advisor Representative working at Wellington Management Company LLP in Boston, MA and has over 14 years of experience in the finance industry.
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