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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLLIER, MARC, LAWRENCE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COLLIER, MARC, LAWRENCE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Sep 22, 2005 REGISTERED
Notice Filings (1)
MA
Address
60 WALNUT STWELLESLEY, MA 2481
USA
Phone: 781-263-0030