Wellington Management Company Llp
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Overview
Wellington Management Company Llp operates as an advisory company located in Boston, Massachusetts. The firm administers $1.2 trillion in assets over 1,338 accounts, placing it among the biggest firms in the country by assets under management (AUM). Wellington Management Company Llp has a very large group, including 587 financial advisors. Wellington Management Company Llp is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments such as options, equities and bonds.
Wellington Management Company Llp oversees the majority of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by an investment advisor without needing to seek the customer's authorization. The company also manages eight non-discretionary accounts with a total of $72.7 billion in assets. The company's typical account size is $896.9 million. An average advisor at Wellington Management Company Llp administers around two client accounts, placing it among the most personalized firms in the country.
The firm's main office is at 280 Congress Street, Boston, Massachusetts 2210. It is legally allowed to serve investors across 31 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wellington Management Company Llp by the Numbers

$1.2 trillion

2,139

1,338

$900.4 million
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Wellington Management Company Llp may include the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with a number of different investors. The company caters to banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, corporations and other. Out of its 1,338 customers, Wellington Management Company Llp's biggest client group is insurance companies. Around 27% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 95.21%
- Charitable Organizations - 4.79%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wellington Management Company Llp does not have any disclosures.
Please visit its Form ADV for more details.
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