DAVID WENDELL ASSOCIATES, INC. is a prominent local investment advisory firm based in Portsmouth, NH. With over 260 individual clients and a staggering $1,100,371,000 in assets under management, the firm has established itself as a trusted name in the financial industry. Operating from a single office, David Wendell Associates specializes in managing the investments of high-net-worth individuals. While the firm's portfolio comprises a diverse range of assets, including 401K and individual accounts, such holdings represent less than 30% of their assets under management. However, David Wendell Associates possesses the expertise and...