WELLINGTON CAPITAL ADVISORS, LLC
CRD #282696 SEC #801-107231 SAN FRANCISCO, CA (415) 259-6186
SEC Registered
Total AUM
$7.7M
Discretionary
$7.7M
Employees
1
Clients
0
Accounts
28
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2017 | $16M | $16M | $0 | 1 | 11 |
| Jun 2017 | $16M | $16M | $0 | 1 | 11 |
| May 2017 | $7.7M | $7.7M | $0 | 1 | 11 |
| May 2017 | $7.7M | $7.7M | $0 | 1 | 11 |
| Apr 2016 | $171.4M | $171.4M | $0 | 1 | 0 |
| Feb 2016 | $0 | $0 | $0 | 1 | 0 |
| Jan 2016 | $0 | $0 | $0 | 1 | 0 |
DateJul 2017
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees1
Clients11
DateJun 2017
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees1
Clients11
DateMay 2017
Total AUM$7.7M
Discretionary$7.7M
Non-Disc.$0
Employees1
Clients11
DateMay 2017
Total AUM$7.7M
Discretionary$7.7M
Non-Disc.$0
Employees1
Clients11
DateApr 2016
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees1
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0