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James Peter Mulhern

Co-Trustee Of The Michael Miller Irrevocable Trust Of 2025 / Trustee Of The Michael Miller Irrevocable Trust Of 2020Wellesley Asset Management, Inc.CRD 8245407

About James Peter Mulhern

James Peter Mulhern is listed as Co-Trustee Of The Michael Miller Irrevocable Trust Of 2025 / Trustee Of The Michael Miller Irrevocable Trust Of 2020 at Wellesley Asset Management, Inc. in Portsmouth, NH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Wellesley Asset Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Peter Mulhern work?

James Peter Mulhern is listed as Co-Trustee Of The Michael Miller Irrevocable Trust Of 2025 / Trustee Of The Michael Miller Irrevocable Trust Of 2020 at Wellesley Asset Management, Inc. on SEC Form ADV.

How much of Wellesley Asset Management, Inc. does James Peter Mulhern own?

Form ADV reports a beneficial ownership band of Under 5%.

Wellesley Asset Management, Inc.

TitleCo-Trustee Of The Michael Miller Irrevocable Trust Of 2025 / Trustee Of The Michael Miller Irrevocable Trust Of 2020
OwnershipUnder 5%
Control personYes
Since2025