Wellington Shields & Co.
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
140 Broadway Fl 44, New York, New York, ...Phone Number
(800) 289-7443Website
www.wellingtonshields.comRevenue
$19.3 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
2
1
1
1
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2
About Wellington Shields & Co.
Wellington Shields offers tailored wealth management services backed by a century of trust, focusing on growing and protecting clients' wealth through personalized strategies and innovative technology. The firm is over 90% employee-owned, ensuring that their interests align with those of their clients. They provide comprehensive wealth management solutions that reflect individual goals and aspirations, leveraging partnerships and advanced tools for enhanced service. Established in 1925, Wellington Shields has built a legacy of credibility and expertise in navigating ever-changing markets.Explore more
Wellington Shields & Co. Org Chart
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Activity Insights
Wellington Shields & Co. is experiencing very low activity levels compared to other companies in the Finance sector.
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Wellington Shields & Co. is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wellington Shields & Co..
Wellington Shields & Co. financials insights
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2020
Debt
$1M
Wellington Shields & Co. Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Facilities Relocation/Expansion, Real Estate
Facilities Relocation / Expansion
Wellington Shields & Co. is planning to move offices in April 2024. The move will impact approximately 33 employees at the existing office located at 140 Broadway Fl 44, New York, NY.
Facilities Relocation/Expansion
Funding
Wellington Shields & Co. has received an SBA PPP loan for $1-2 million from Emigrant Bank, supporting the retention of 82 jobs.
Funding
Wellington Shields & Co. News & Media
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Wellington Shields offers tailored wealth management services backed by a century of trust, focusing on growing and protecting clients' wealth through personalized strategies and innovative technology. The firm is over 90% employee-owned, ensuring that their interests align with those of their clients. They provide comprehensive wealth management s... Read More
