Wellington Consulting Services Inc
Firm details
- Headquarters
- Chantilly, Virginia
- CRD number
- 105837
- Registered since
- June 1, 1992
- Website
- www.wrs401k.com
- Custodians
- CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals93.21%
- HNWI6.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wellington Consulting Services Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 1992. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients, charging fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3
Stephen Lynch
Founder and CEOCRD 1020915
Stephen Dix
Founder and CEOCRD 1700129
Peter Jones
Founder, President and CEOCRD 719140
Contacts
3 of 6
Robert Alexander
FinanceCRD 5643538
Vladimir Zyuzin
Pension ConsultantCRD 6857770
James Podgorny
Pension ConsultantCRD 5837186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chantilly, VA
Fairfax
Location
Chantilly, VA
Headquartered in Chantilly, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 14325 Willard Rd
- Time zone
- ET (UTC-5)
- Office locations
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