DORSEY, WRIGHT & ASSOCIATES, LLC

3300 W Leigh Street
Richmond, Virginia 23230
Tel: 804-320-8511

About DORSEY, WRIGHT & ASSOCIATES, LLC

DORSEY, WRIGHT & ASSOCIATES, LLC, formally registered with the SEC as DORSEY, WRIGHT & ASSOCIATES, LLC. The firm was established in 03/06/1987. They have over 2 offices throughout the country.

DORSEY, WRIGHT & ASSOCIATES, LLC is a Richmond, Virginia based Financial Planning firm with nearly $578,896,877 assets under management, offering retirement planning & investment advisory services to 824 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104925
SEC#	801-29045
Assets Managed by Firm	$578,896,877
No. of Clients	824
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops
Other (RESEARCH & CHART SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	824	$578,896,877
Individuals (other than high net worth individuals)	380	$65,045,269
High net worth individuals	407	$210,241,464
Pension and profit sharing plans	10	$9,951,020
Charitable organizations	6	$3,467,415
Corporations or other businesses	12	$11,617,329

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