Wellington Shields Capital Management, LLC

Assets Under Management

$999.7M

Number of Clients

523

Number of Advisors

12

Average Client AUM

$1.9M

AUM per Advisor

$83.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

WSCM sponsors a wrap-fee program providing advisory, custody, and brokerage services for one all-inclusive fee. They offer discretionary and non-discretionary portfolio management services customized to meet client needs and investment objectives, investing in equities, ETFs, fixed income, and other securities.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

60 Broad St., 39th Floor, New York, NY, 10004

12 Advisors at this firm