WELLESLEY ASSET MANAGEMENT, INC.

PORTSMOUTH, New Hampshire·5 registered advisors·CRD# 116176
SEC# 801-612881781-416-4000
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at WELLESLEY ASSET MANAGEMENT, INC.

5 registered advisors
Darlene Marie Murphy
PORTSMOUTH, New Hampshire
Greg Miller
PORTSMOUTH, New Hampshire
Michael David Miller
PORTSMOUTH, New Hampshire
Paul Burke Samuels
WELLESLEY, Massachusetts
Stephen Domenic Martino
PORTSMOUTH, New Hampshire
05

Office Locations

PORTSMOUTH, New Hampshire
4 advisors
WELLESLEY, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. WELLESLEY ASSET MANAGEMENT, INC. (CRD# 116176) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.