General Wellington Capital LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
282139
Registered since
June 27, 2016

Firm profile

FINTRX

Overview

General Wellington Capital LLC is an SEC-registered limited liability company that appears in FINTRX as having registered in 2016. The firm is owned by an individual and is classified in the database as "unclassified," meaning it has not been grouped into a more specific adviser category in the dataset. FINTRX flags the firm as not being a capital allocator and not active on ESG initiatives; it is also not identified as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. There are no details in the record about the firm’s advisory activities, client types, fee structure, or business lines. The combination of sparse disclosure and the database flags suggests either very limited client-facing activity or minimal reporting to the data provider.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jason McLane

    Jason McLane

    Chief Operating OfficerCRD 6683388

Contacts

3 of 6
  • James Lawler

    James Lawler

    Registered RepresentativeCRD 2346453

  • Michael Mclane

    Michael Mclane

    FounderCRD 4461016

  • Kevin Meehan

    FinOpCRD 4652695

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
295 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth