WELLESLEY ASSET MANAGEMENT, INC.

Tel: 781-416-4000 100 Market Street Suite 203 Portsmouth, New Hampshire 03801

About WELLESLEY ASSET MANAGEMENT, INC.

WELLESLEY ASSET MANAGEMENT, INC. is a Portsmouth, New Hampshire based financial advisory firm with nearly $2,104,334,424 in assets under management and provides investment advisory services for 2188 clients. There are currently 30 financial advisors at the firm.

General Information

Firm CRD#:

116176

Firm SEC#:

801-61288

Assets Under Management:

$2,104,334,424

No. of Clients:

2188

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

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