RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 15, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BISHOP, JOHN, HUBERTICHIEF COMPLIANCE OFFICERE Control
BISHOP, JOHN, HUBERTICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
BISHOP, JOHN, HUBERTICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
BISHOP, JOHN, HUBERTICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
BISHOP, JOHN, HUBERTICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
BISHOP, JOHN, HUBERTICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
BISHOP, JOHN, HUBERTICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control

Registrations

Federal

IA
May 15, 2017 REGISTERED

Notice Filings (1)

CA

Address

1 MARKET STREET
SUITE 3600
SAN FRANCISCO, CA 94105
United States
Phone: (415) 259-6186