WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC

{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Company Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
Number of Employees 46 7%
of those in investment advisory functions 28 8%
AUM* 1,470,610,798 4%
of that, discretionary 1,321,409,593 5%
Private Fund GAV* 0
Avg Account Size 1,399,249 -4%
High Net Worth 38.51% -9%
SMA’s Yes
Private Funds 0
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

1B 1B 1B 838M 629M 419M 210M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM