Sign in
Create a free account
WAINWRIGHT INVESTMENT COUNSEL LLC
BOSTON, MA
617-531-3100
SEC #801-56485Total AUM
$5.5B
Employees
17Clients
214Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE BOSTON PLACE
29TH FLOOR
BOSTON
MA 02108
United States
29TH FLOOR
BOSTON
MA 02108
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
617-531-3100
Financials
Total AUM
$5.5B
Accounts
214Discretionary
$127.1M
Accounts
62Non-Discretionary
$5.4B
Accounts
152
Clients
Individual Clients
68AUM
$42.3M
HNW Individual Clients
108AUM
$1.7B
Pooled Vehicle Clients
1AUM
$13.5M
Pension/Profit Sharing Plan Clients
4AUM
$6M
Charitable Organization Clients
12AUM
$161.4M
Government Entity Clients
10AUM
$2.8B
Corporation or Business Clients
9AUM
$25.3M
Other Clients
2AUM
$732.2M
Description of Other Clients
NON-U.S. FOUNDATIONS, POST EMPLOYMENT BENEFITS
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
BESPOKE ADVISORY AND CONSULT, SOLICIT FEES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
BESPOKE ADVISORY AND CONSULTING SERVICES
Compliance
Disclosures
None reported
State Registrations
AKAZCACOCTDCDEFLGAILKYMAMDMEMONENHNJNVNYOHPARISCSDTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.