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Building 2WRIGHT PRIVATE ASSET MANAGEMENT LLC

Map pinSHELTON, CT
Phone203-783-4400
NotebookSEC #801-66231
Total AUM
$74.1M
Employees
23
Clients
38

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
8:30AM - 5:00 PM
Monday - Friday
Phone
203-783-4400
Other Offices
2

ReceiptFinancials

Total AUM
$74.1M
Accounts
74
Discretionary
$71.8M
Accounts
72
Non-Discretionary
$2.4M
Accounts
2

ContactClients

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Individual Clients
20
AUM
$7.7M
HNW Individual Clients
16
AUM
$27.7M
Charitable Organization Clients
1
AUM
$13.8M
Corporation or Business Clients
1
AUM
$24.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTFLTN

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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