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David Wendell Associates, Inc.
Portsmouth, New Hampshire
5.0
1 Review
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...see more
Assets Under Mgmt
$1.1B
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for David Wendell Associates, Inc.
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