Wellington Capital Management

EST. AUM
$120,945,408

CONTACTS
2

CLIENT ACCOUNTS
212

Firm Details

Metro area Washington, DC
CRD Number 130131
Website wellington-capital.com
Client types

Overview

Founded in 1996, Wellington Capital Management, Inc. is an independent financial advisor serving individuals and businesses. As fiduciaries, its advice must always serve the client’s best interest above all else. The standard for most financial professionals is that investments must be suitable for a client's investment objectives, time horizon, and tolerance for risk. That's OK but clients deserve better; compensation can vary widely and their services may involve conflicts of interest. As truly independent fiduciaries, the company always puts clients' best interests first. It is never beholden to any bank, brokerage firm, or insurance company. In its thinking, effective financial advice means guidance that works toward clients' goals - period. It also means full transparency, avoiding conflicts of interest, and no hidden fees.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wellington Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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