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Building 2THOMAS WRIGHT ASSET MANAGEMENT, INC.

Map pinSAN JUAN, PR
Phone843-971-4265
NotebookSEC #801-96292
Total AUM
$341.3M
Employees
1
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
53 CALLE PALMERAS
SUITE 401
SAN JUAN
PR 00901-2408
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
843-971-4265

ReceiptFinancials

Total AUM
$341.3M
Accounts
47
Discretionary
$341.3M
Accounts
47
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$560.2K
HNW Individual Clients
30
AUM
$333.9M
Charitable Organization Clients
1
AUM
$6.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PRTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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