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Home > Retirement Planners > pr > san juan > THOMAS WRIGHT ASSET MANAGEMENT, INC.
THOMAS WRIGHT ASSET MANAGEMENT, INC.
53 Calle Palmeras
Suite 401
San Juan, Puerto Rico 00901-2408
Tel: 843-971-4265
About THOMAS WRIGHT ASSET MANAGEMENT, INC.
THOMAS WRIGHT ASSET MANAGEMENT, INC, formally registered with the SEC as THOMAS WRIGHT ASSET MANAGEMENT, INC. The firm was established in 05/15/2015. They have over 1 offices throughout the country.
THOMAS WRIGHT ASSET MANAGEMENT, INC. is a San Juan, Puerto Rico based Financial Planning firm with nearly $295,444,979 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105192 |
| SEC# | 801-96292 |
| Assets Managed by Firm | $295,444,979 |
| No. of Clients | 61 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
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 | 61 | $295,444,979 |
| Individuals (other than high net worth individuals) | 1 | $789,259 |
| High net worth individuals | 27 | $288,871,134 |
| Charitable organizations | Fewer than 5 clients | $5,784,586 |
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