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Kathleen Seech Wright

KATHLEEN S. WRIGHT ASSOCIATES INC.·PITTSBURGH, Pennsylvania
Unclaimed Profile
61 MCMURRAY ROAD, PITTSBURGH, PA 15241-1633CRD# 2215515Firm CRD# 121300
01

About

Kathleen Seech Wright is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with KATHLEEN S. WRIGHT ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KATHLEEN S. WRIGHT ASSOCIATES INC.
WRIGHT ASSOCIATES
AUM
$306M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KATHLEEN S. WRIGHT ASSOCIATES INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: % OF ASSETS MONITORED
Regulatory
SEC/IARD CRD# 2215515
Firm CRD# 121300
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen Seech Wright offer?
Kathleen Seech Wright specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Kathleen Seech Wright's credentials?
Kathleen Seech Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Seech Wright located?
Kathleen Seech Wright is based in PITTSBURGH, Pennsylvania, working with KATHLEEN S. WRIGHT ASSOCIATES INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Kathleen Seech Wright charge for services?
Kathleen Seech Wright's firm is compensated through percentage of aum, subscription fees, other: % of assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KATHLEEN S. WRIGHT ASSOCIATES INC.?
KATHLEEN S. WRIGHT ASSOCIATES INC. has approximately 5 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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