Michael
Foley
Wellesley Asset Management, Inc
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About this Advisor
Michael Foley is a financial advisor based in Portsmouth, New Hampshire, working with Wellesley Asset Management, Inc. Michael has previously held positions at E*Trade Capital Management LLC, E*Trade Securities LLC, Wellesley Investment Advisors, and Foreside Fund Services, LLC. Michael has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Connecticut, Maine, Massachusetts, New Hampshire, and Texas. Currently, Michael is part of Wellesley Asset Management, Inc, which operates out of Portsmouth, New Hampshire. The firm has 1 office and 30 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Wellesley Asset Management, Inc includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wellesley Asset Management, Inc Brokerage Details
$2,104,334,424
30
2,188
$961,762
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Michael Foley Work History
Foreside Fund Services, LLC
Wellesley Investment Advisors
E*Trade Capital Management LLC
E*Trade Securities LLC
Disclosures
Please visit the SEC profile of Michael Foley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wellesley Asset Management, Inc
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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