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Financial Advisor
New Hampshire
Portsmouth
DAVID WENDELL ASSOCIATES, INC.

DAVID WENDELL ASSOCIATES, INC.

Tel: 603-427-0200 1 New Hampshire Avenue, Suite 300 Portsmouth, New Hampshire 03801-2904

About DAVID WENDELL ASSOCIATES, INC.

DAVID WENDELL ASSOCIATES, INC. is a Portsmouth, New Hampshire based financial advisory firm with nearly $1,270,956,000 in assets under management and provides investment advisory services for 487 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

106664

Firm SEC#:

801-47437

Assets Under Management:

$1,270,956,000

No. of Clients:

487

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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