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Wellington Consulting Services Inc

● SEC registered since 1992CRD 105837SEC# 801-41552Chantilly, VA
Export (members)
Reg. AUM
$1.31B
Employees
13
Accounts
7,803
Location
Chantilly, VA

Wellington Consulting Services Inc assets under management

Wellington Consulting Services Inc is an investment advisory firm registered with the SEC based in Chantilly, VA. The firm has been registered since 1992. It reports $1.3 billion in regulatory assets under management and employs 13 people.

Wellington Consulting Services Inc owners & executives

3 reported
NameTitleOwnershipSince
Peter Everington Jones ControlChief Compliance Officer50-75%2004
Stephen Douglas DIXManagerUnder 5%2002
Stephen Michael Lynch ControlPresident50-75%1992

Frequently asked questions

How much does Wellington Consulting Services Inc manage?

Wellington Consulting Services Inc reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Wellington Consulting Services Inc have?

Wellington Consulting Services Inc reports 13 employees.

Where is Wellington Consulting Services Inc located?

Wellington Consulting Services Inc is based in Chantilly, VA and has been SEC-registered since 1992.

Does Wellington Consulting Services Inc disclose fund performance?

Wellington Consulting Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14325 Willard Road, Suite 104, Chantilly, VA 20151-2110
Phone877-836-1993
Fax703-774-3222
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.2B
Non-discretionary$102.7M
Total (RAUM)$1.31B