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Home > Retirement Planners > connecticut > shelton > WRIGHT PRIVATE ASSET MANAGEMENT LLC
WRIGHT PRIVATE ASSET MANAGEMENT LLC
2 Corporate Drive
Suite 770
Shelton, Connecticut 06484
Tel: 203-783-4400
About WRIGHT PRIVATE ASSET MANAGEMENT LLC
WRIGHT PRIVATE ASSET MANAGEMENT LLC, formally registered with the SEC as WRIGHT PRIVATE ASSET MANAGEMENT LLC. The firm was established in 02/15/2006. They have over 1 offices throughout the country.
WRIGHT PRIVATE ASSET MANAGEMENT LLC is a Shelton, Connecticut based Financial Planning firm with nearly $61,217,028 assets under management, offering retirement planning & investment advisory services to 88 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139570 |
| SEC# | 801-66231 |
| Assets Managed by Firm | $61,217,028 |
| No. of Clients | 88 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 88 | $61,217,028 |
| Individuals (other than high net worth individuals) | 28 | $10,943,641 |
| High net worth individuals | 11 | $19,072,733 |
| Charitable organizations | Fewer than 5 clients | $11,521,483 |
| Corporations or other businesses | Fewer than 5 clients | $19,679,171 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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| $107,251,821,000 | 4 | 524 |
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