Wellington Consulting Services

EST. AUM
$1,689,317,127

CONTACTS
3

CLIENT ACCOUNTS
9,324

Firm Details

Metro area Washington, DC
CRD Number 105837
Website wellington401k.com
Client types

Overview

Founded in 1992, Wellington Consulting Services, Inc. (“WCS”) is a Registered Investment Adviser with the Securities & Exchange Commission (SEC). As of its last Form ADV filing, WCS manages over One Billion Dollars in client assets for both individual investors and retirement plan participants in conjunction with two retirement plan recordkeeping entities

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 Consulting Services

Platform Details

Investment Preferences

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Address

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