Wellfleet Investments LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Floral Park, New York
CRD number
18488
Registered since
January 8, 1987

Firm profile

FINTRX

Overview

Wellfleet Investments LLC is organized as a limited liability company with both a domestic-entity and individual ownership structure. The firm is categorized as "Unclassified" in available records and is not identified as a capital allocator. Available attributes indicate the firm is not an active ESG investor, does not operate as a multi-state adviser, is not listed as a newly formed adviser, and does not present itself as a pension consultant or related adviser. No information is included about investment strategy, client segments, fee model, or day-to-day advisory activities.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Floral Park, NY

Nassau

Location

Floral Park, NY

Headquartered in Floral Park, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
8587 Covert Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth