Assets Under Management
$470.9M
Number of Clients
519
Number of Advisors
29
Average Client AUM
$907K
AUM per Advisor
$16.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wellington Shields & Co. LLC (WSC) sponsors a wrap-fee program providing advisory, custody, and brokerage execution services for one all-inclusive fee. WSC provides discretionary and non-discretionary portfolio management services customized to meet client needs and investment objectives. Investments include equity, balanced, and fixed income mandates. WSC is also a broker/dealer.
60 Broad St., 39th Floor, New York, NY, 10004