WELLINGS CAPITAL
Tel: 800-844-2188 14805 Forest Rd Suite 203 Forest, Virginia 24551
About WELLINGS CAPITAL
WELLINGS CAPITAL is a Forest, Virginia based financial advisory firm with nearly $166,371,771 in assets under management and provides investment advisory services for 10 clients. There are currently 11 financial advisors at the firm.
General Information
Firm CRD#:
316324
Firm SEC#:
801-125011
Assets Under Management:
$166,371,771
No. of Clients:
10
No. of Advisors:
11
Advisory Services Provided:
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Fee Structure:
A percentage of AUM, Performance Based
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