James
Miklas
Wellesley Asset Management, Inc
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About this Advisor
James Miklas is a financial advisor based in Longboat Key, Florida, working with Wellesley Asset Management, Inc. James has previously worked at Princor Financial Services Corporation, Principal Global Investments, Principal Funds Distributor, Wellesley Asset Management, Inc, and Foreside Funds Distributors, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, James is part of Wellesley Asset Management, Inc, which operates one office and employs 30 individuals. The firm manages $2.1 billion in assets and serves both charitable organizations and high-net-worth clients. 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
$2,063,684,848
30
1,478
$1,396,269
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
James Miklas Work History
Wellesley Asset Management, Inc
Foreside Funds Distributors, LLC
Principal Funds Distributor
Princor Financial Services Corporation
Principal Global Investments
Disclosures
Please visit the SEC profile of James Miklas 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
Framingham, MA
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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