WAINWRIGHT INVESTMENT COUNSEL LLC

One Boston Place
41st Floor
Boston, Massachusetts 02108
Tel: 617-531-3100

About WAINWRIGHT INVESTMENT COUNSEL LLC

WAINWRIGHT INVESTMENT COUNSEL LLC, formally registered with the SEC as WAINWRIGHT INVESTMENT COUNSEL LLC. The firm was established in 06/18/1999. They have over 1 offices throughout the country.

WAINWRIGHT INVESTMENT COUNSEL LLC is a Boston, Massachusetts based Financial Planning firm with nearly $4,946,557,000 assets under management, offering retirement planning & investment advisory services to 210 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108711
SEC#	801-56485
Assets Managed by Firm	$4,946,557,000
No. of Clients	210
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (BESPOKE ADVISORY AND CONSULTING SERVICES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (BESPOKE ADVISORY AND CONSULT, SOLICIT FEES)

Firm Client Information

	No. of Clients	AUM
Firm Total	210	$4,946,557,000
Individuals (other than high net worth individuals)	73	$32,206,000
High net worth individuals	99	$1,374,547,000
Pension and profit sharing plans	3	$4,228,000
Charitable organizations	14	$170,935,000
Corporations or other businesses	8	$21,209,000

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