Wellington Shields Revenue and Competitors

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Wellington Shields's estimated annual revenue is currently $14.3M per year.(i)
  • Wellington Shields's estimated revenue per employee is $204,300

Employee Data

  • Wellington Shields has 70 Employees.(i)
  • Wellington Shields grew their employee count by 6% last year.

Wellington Shields's People

NameTitleEmail/Phone
1
SVP, New Bus Development Wellington Shields & Co & Institutional Sales Dudack Research Group HeadReveal Email/Phone
2
SVPReveal Email/Phone
3
VP, Compliance AssociateReveal Email/Phone
4
EVPReveal Email/Phone
5
Sr. VPReveal Email/Phone
6
VP, Wealth AdvisorReveal Email/Phone
7
Senior Portfolio Manager - InvestmentsReveal Email/Phone
8
Equity AnalystReveal Email/Phone
9
Personal AssistantReveal Email/Phone
10
PresidentReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.3M408%N/AN/A
#2
$38.8M15911%N/AN/A
#3
$58.2M2335%N/AN/A
#4
$37.1M152-7%N/AN/A
#5
$3.5M220%N/AN/A
#6
$6.5M36-3%N/AN/A
#7
$17.9M798%N/AN/A
#8
$282.4M8700%N/AN/A
#9
$6M205%$73MN/A
#10
$46.2M1852%N/AN/A
Add Company

What Is Wellington Shields?

Wellington Shields is an independent wealth management firm with roots dating back to 1925. We are dedicated to delivering high-quality, objective investment advice to high net worth individuals and families, institutions, Trusts and estates, foundations and endowments. Wellington Shields’ elite group of professionals are from a variety of backgrounds and share one key characteristic: the clear ability to help people manage their wealth while providing world-class service. Its mission and tradition is: To provide a relationship-oriented brokerage firm that is client-centric and not transaction-driven. To act as a fiduciary in representing our clients and as an agency advocate eliminating conflicts of interest. To deliver cost-effective qualitative investment solutions that seek to increase wealth, preserve capital and reduce taxes. Contact a Wellington Shields & Co. LLC advisor to see how we can help you.

keywords:N/A

N/A

Total Funding

70

Number of Employees

$14.3M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$14.7M70-7%N/A
#2
$17M70-12%N/A
#3
$15.8M70-19%N/A
#4
$15.8M70-3%N/A
#5
$8.8M70-15%$5.3M