2 Corporate Drive
Suite 770
Shelton, Connecticut 06484
Tel: 203-783-4400
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|
Explore More Retirement Advisors in Shelton, Connecticut