Wendell David Associates is an investment advisor in Portsmouth with $1.28 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
10379030
SEC advisor number
801-47437
FINRA CRD number
106664
AUM ?
$1.28 bn
(as of 19 Jul 22)
Accounts
476
(as of 19 Jul 22)
Employees
6
(5 investment advisory or research)
Address
Wendell David Associates
PO BOX 21980
PORTSMOUTH
NH 03802
PO BOX 21980
PORTSMOUTH
NH 03802
Office hours
Monday - Friday, 9 A.M. - 5 P.M.
Phone
6034270200
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Wendell, Karen, "NMN" | CEO, Treasurer & Chief Compliance Officer | 07/2017 | > 75% |
| Boland, Peter, James | President | 07/2017 | < 5% |
| Shea, Kathryn, Elizabeth | Executive Vice President | 01/2021 | 5-10% |
| Mitchell, William, Henry Ledger | Chairman | 07/2017 | < 5% |
| Bleicken, Neil, Gerhard | Vice President | 06/2016 | < 5% |
| Farris, Anne, Fleming | Vice President Operations and Secretary | 09/2018 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
21 Oct 24
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22