WENDELL DAVID ASSOCIATES INC
Doing business as DAVID WENDELL ASSOCIATES, INC.. SEC Form ADV profile.
Total regulatory AUM
$1,330,258,000
Discretionary
$1,142,076,000
Non-discretionary
$188,182,000
Firm details
- CRD number
- 106664
- SEC file number
- 801-47437
- Main office
- PORTSMOUTH, NH, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.DAVIDWENDELL.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.