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David Wendell Associates
DAVID WENDELL ASSOCIATES, INC. is an SEC-registered investment adviser in PORTSMOUTH, NH, registered since 1994. The firm manages $1.3 billion in assets, with...
Overview
DAVID WENDELL ASSOCIATES, INC. is an SEC-registered investment adviser in PORTSMOUTH, NH, registered since 1994. The firm manages $1.3 billion in assets, with $1.1 billion managed on a discretionary basis. It employs 10 individuals, including 5 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Who runs investment decisions at David Wendell Associates?
No named principals, investment professionals, or decision-makers are publicly documented for David Wendell Associates. The firm does not disclose team roles on any public platform.
What is the wealth origin behind David Wendell Associates?
The wealth origin underlying David Wendell Associates is not disclosed in any public records. The firm does not publicize its founding family or sources of capital.
What investment strategy or asset classes does David Wendell Associates target?
No specific asset class allocation, sector focus, or investment strategy has been confirmed for David Wendell Associates. The firm has not published a strategy document, portfolio holdings, or target returns.
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