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WRIGHT ASSOCIATES
61 Mcmurray Road
Suite 204
Pittsburgh, Pennsylvania 15241-1633
Tel: 412-854-2100
About WRIGHT ASSOCIATES
WRIGHT ASSOCIATES, formally registered with the SEC as WRIGHT ASSOCIATES. The firm was established in 01/02/2004. They have over 2 offices throughout the country.
WRIGHT ASSOCIATES is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $305,555,489 assets under management, offering retirement planning & investment advisory services to 612 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121300 |
| SEC# | 801-62560 |
| Assets Managed by Firm | $305,555,489 |
| No. of Clients | 612 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (% OF ASSETS MONITORED)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 612 | $305,555,489 |
| Individuals (other than high net worth individuals) | 55 | $11,763,105 |
| High net worth individuals | 92 | $275,343,725 |
| Pension and profit sharing plans | 3 | $17,853,694 |
| Charitable organizations | 1 | $594,965 |
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