WRIGHT INVESTORS SERVICE INC

2 Corporate Drive
Suite 770
Shelton, Connecticut 06484
Tel: 203-783-4400

About WRIGHT INVESTORS SERVICE INC

WRIGHT INVESTORS SERVICE INC, formally registered with the SEC as WRIGHT INVESTORS SERVICE INC. The firm was established in 02/23/1996. They have over 1 offices throughout the country.

WRIGHT INVESTORS SERVICE INC is a Shelton, Connecticut based Financial Planning firm with nearly $1,292,546,493 assets under management, offering retirement planning & investment advisory services to 1247 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106302
SEC#	801-51257
Assets Managed by Firm	$1,292,546,493
No. of Clients	1247
No. of Advisors	20

Fee Structure

A percentage of AUM
Subscription fees
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1247	$1,292,546,493
Individuals (other than high net worth individuals)	57	$31,171,498
High net worth individuals	21	$49,407,235
Pension and profit sharing plans	13	$326,918,312
Charitable organizations	Fewer than 5 clients	$39,118,151
Corporations or other businesses	11	$12,734,950

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AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza Suite 130, 3rd Floor Greenwich, CT, 06830	$132,541,536,421	294	573
HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza Hartford, CT, 06155	$110,207,824,026	170	296
VERITION FUND MANAGEMENT LLC One American Lane Greenwich, CT, 06831-9998	$107,251,821,000	4	524

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