Statements (53)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Brokerage Firm
|
| gptkbp:acquisition |
Acquired_by_Wellington_Shields_&_Co.,_Inc.
|
| gptkbp:affiliation |
gptkb:Investment_Adviser_Association
gptkb:Securities_Industry_and_Financial_Markets_Association |
| gptkbp:awards |
Best Places to Work
Top Wealth Management Firms |
| gptkbp:CEO |
Wellington_Shields
|
| gptkbp:communityInvolvement |
Charitable Contributions
Local Sponsorships Financial Literacy Programs |
| gptkbp:customerBase |
Institutional Investors
Individual Investors |
| gptkbp:customerSupport |
24/7 Access
Dedicated Advisors Personalized_Service |
| gptkbp:employees |
50-100
|
| gptkbp:founded |
1921
|
| gptkbp:founder |
Wellington_Shields
|
| gptkbp:headquarters |
gptkb:New_York_City
|
| gptkbp:history |
Established in 1921
|
| https://www.w3.org/2000/01/rdf-schema#label |
Wellington Shields & Co.
|
| gptkbp:industry |
Finance
|
| gptkbp:investmentFocus |
Tax Efficiency
Income Generation Long-Term Growth Capital Preservation Strategic Asset Allocation Active_Management Research-Driven_Decisions Tactical_Asset_Allocation |
| gptkbp:location |
gptkb:United_States
|
| gptkbp:mission |
Long-Term Relationships
Investment Excellence Client-Centric_Approach |
| gptkbp:parentCompany |
Wellington_Shields_&_Co.,_Inc.
|
| gptkbp:partnerships |
Various Financial Institutions
|
| gptkbp:philosophy |
Risk Management
Diversification Value Investing |
| gptkbp:regulatoryBody |
gptkb:FINRA
gptkb:SEC |
| gptkbp:revenue |
Confidential
|
| gptkbp:services |
Financial Planning
Investment Advisory Wealth_Management |
| gptkbp:specialization |
Alternative Investments
Fixed Income Equities |
| gptkbp:technology |
Research Tools
Client Portals Advanced_Trading_Platforms |
| gptkbp:type |
Investment Services
|
| gptkbp:website |
www.wellingtonshields.com
|