@davidwendell.com
David Wendell Associates is based on identifying high-quality companies with superior fundamental characteristics.
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David Wendell Associates, Inc. Wendell. Located in Portsmouth, New Hampshire, the company offers a range of investment counsel services to its clients.
Their investment philosophy is built on identifying high-quality companies with superior fundamental characteristics and above-average prospects for growth in earnings and dividends per share over the long term. With a team of dedicated professionals, David Wendell Associates delivers expert guidance tailored to their clients' unique needs. Their website provides access to a wealth of resources, including classic newsletters, special topics, reprints, and fee schedules.
In addition, clients can find important documents such as a plain English brochure, the Form ADV Part 2A brochure, the Form ADV Part 2B brochure supplement, and the Form CRS client relationship summary. For more information or to get in touch, visit their website or contact them directly
Company Type
Privately Held
Company Size
2-10
Year Founded
1979
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