| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Fleming Farris Control | Senior Vice President Operations And Secretary | Under 5% | 2023 |
| Karen "nmn" Wendell Control | Ceo, President, Treasurer & Chief Compliance Officer | Over 75% | 2017 |
| Neil Gerhard Bleicken Control | Senior Vice President | Under 5% | 2023 |
Wendell David Associates Inc reports $1.3 billion in regulatory assets under management on its Form ADV.
Wendell David Associates Inc reports 6 employees.
Wendell David Associates Inc is based in Portsmouth, NH and has been SEC-registered since 1994.
Wendell David Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801-2904 |
| Phone | 603-427-0200 |
| Fax | 603-433-3013 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.16B |
| Non-discretionary | $183.6M |
| Total (RAUM) | $1.34B |