Weyland Capital Management LLC is a large advisory firm based in Portsmouth. It manages $173.31 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Illinois, Maine, Massachusetts, and 3 other states.
Weyland Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and municipalities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Weyland Capital Management LLC is $173.31 million. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Weyland Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Francis O'reilly has served as the Chief Investment Officer since 1 Jan 2013. Weyland Financial Group Llc joined the executive team most recently as the Member.
The principal office where Weyland Capital Management LLC performs its advisory services is located at 22 Deer Street, Portsmouth, NH 03801 The mailing address of the firm is Po Box 1246, Portsmouth, NH 03802. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 603-433-8994 or by fax 603-427-1669. The normal business hours are 8-4 on Monday - Friday. You can find more information about the New York firm at weyland.com.