WELLESLEY FINANCIAL ARCHITECTS INC
Legal name: WELLESLEY FINANCIAL ARCHITECTS, INC
CRD #110396 SEC #801-23981 WELLESLEY, MA 781-263-0030
SEC Registered
Total AUM
$63.7M
Discretionary
$63.7M
Employees
5
Clients
25
Accounts
139
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2005 | $63.7M | $63.7M | $0 | 5 | -- |
| Nov 2003 | $60.3M | $57.2M | $3.1M | 5 | -- |
DateSep 2005
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$60.3M
Discretionary$57.2M
Non-Disc.$3.1M
Employees5
Clients--