Wellington Management Company LLP

Wellington Management Company LLP (CRD# 106595) is a financial advisory firm headquartered in Boston, MA. They manage $1,282,732,502,947 in 1,559 accounts and serve the financial needs of clients across 31 states (or territories).

Current Firm Details
280 Congress Street, Boston, MA 02210
https://www.wellington.com
By the Numbers
  • Total Assets Under Management
    1,282,733
    MILLION
  • Total Number of Accounts
    1,559
    ACCOUNTS
  • Average Account Value
    $822,791,856
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Wellington Management Company LLP
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Williams, financial advisor Boston MA
Gregory L. Williams
CRD#: 5697949
280 Congress Street, Boston, MA 02210

Gregory Williams (CRD# 5697949) is an Investment Advisor Representative working at Wellington Management Company LLP in Boston, MA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals