WENDELL DAVID ASSOCIATES INC

DAVID WENDELL ASSOCIATES, INC.
PORTSMOUTH, New Hampshire·8 registered advisors·CRD# 106664
SEC# 801-474370603-427-0200
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at WENDELL DAVID ASSOCIATES INC

8 registered advisors
Anne Fleming Farris
PORTSMOUTH, New Hampshire
Jane Kay Barr
PORTSMOUTH, New Hampshire
Karen "nmn" Wendell
PORTSMOUTH, New Hampshire
Kathryn Elizabeth Shea
PORTSMOUTH, New Hampshire
Neil Gerhard Bleicken
PORTSMOUTH, New Hampshire
Peter James Boland
PORTSMOUTH, New Hampshire
Reid Vaile Smith
PORTSMOUTH, New Hampshire
William Henry Ledger Mitchell
PORTSMOUTH, New Hampshire
05

Office Locations

PORTSMOUTH, New Hampshire
8 advisors

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Data sourced from SEC Form ADV filings. WENDELL DAVID ASSOCIATES INC (CRD# 106664) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.