Wellington Management Company LLP

Wellington Management Company LLP (CRD# 106595) is a financial advisory firm headquartered in Boston, MA. They manage $892,601,202,607 in 1,441 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    892,601
    MILLION
  • Total Number of Accounts
    1,441
    ACCOUNTS
  • Average Account Value
    $619,431,785
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, TN, TX, VA, WA, WI

Financial Advisors at Wellington Management Company LLP
Showing 1 - 1 of 1 top financial advisors.
1
Gregory L. Williams
CRD#: 5697949
280 Congress Street, Boston, MA 02210
93
Wealthminder
score

Gregory Williams (CRD# 5697949) is an Investment Advisor Representative working at Wellington Management Company LLP in Boston, MA and has over 7 years of experience in the finance industry.

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