$1.7B Total AUM
$1.3B Disc. AUM
21.0% 3Y CAGR
13 Employees
9,324 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-1992
- Office Locations
- 2
Office Locations
14325 Willard Rd. Suite 104 Chantilly VA
-- Delray Beach FL
About Wellington Consulting Services INC
Wellington Consulting Services INC is a Chantilly-based RIA with 2 offices. The firm has been operating for 34 years. Managing $1.7B in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
51 AVG AGE
$187.7M AVG AUM / ADVISOR
$181.2K AVG AUM / CLIENT
19.9 yrs AVG TENURE
13 Employees
9 Advisory Reps
9 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
P
PETER EVERINGTON JONES
Chief Compliance Officer
- CRD
- #719140
- Ownership
- 50% but less than 75%
Available
Available
Available
S
STEPHEN MICHAEL LYNCH
President
- CRD
- #1020915
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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ROBERT JAMES ALEXANDER
Founder
- CRD
- #5643538
Available
Available
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C
CHERYL MAY GREER
Director
- CRD
- #2723964
Available
Available
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Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,294,471,615 | $157,670 |
| Non-Discretionary | $394,845,512 | $354,439 |
| Total | $1,689,317,127 | $181,179 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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