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Building 2WRIGHT INVESTORS SERVICE INC

Map pinSHELTON, CT
Phone203-783-4400
NotebookSEC #801-51257
Total AUM
$1.2B
Employees
22
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 CORPORATE DRIVE
SUITE 770
SHELTON
CT 06484
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
203-783-4400

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,171
Discretionary
$690.2M
Accounts
371
Non-Discretionary
$517.8M
Accounts
800

ContactClients

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Individual Clients
53
AUM
$23.6M
HNW Individual Clients
9
AUM
$12.2M
Banking Clients
15
AUM
$762.3M
Pension/Profit Sharing Plan Clients
8
AUM
$215M
Charitable Organization Clients
1
AUM
$36.5M
Government Entity Clients
5
AUM
$97.6M
Corporation or Business Clients
1
AUM
$2M
Other Clients
1
AUM
$58.7M
Description of Other Clients
OTHER

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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