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DORSEY, WRIGHT & ASSOCIATES, LLC
DORSEY, WRIGHT & ASSOCIATES, LLC
RICHMOND, Virginia
·
7 registered advisors
·
CRD# 104925
SEC# 801-29045
1
804-320-8511
01
Firm Overview
AUM
$579M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at DORSEY, WRIGHT & ASSOCIATES, LLC
7 registered advisors
James Churchill Ball
RICHMOND, Virginia
CRD# 1543903
Jay Michael Gragnani
RICHMOND, Virginia
CRD# 6011089
John Gunnard Lewis
RICHMOND, Virginia
CRD# 2527797
Lisa Patton Johnson
RICHMOND, Virginia
CRD# 4168397
Susan Leigh Morrison
RICHMOND, Virginia
CRD# 1619038
Tammy Fridley Derosier
RICHMOND, Virginia
CRD# 2304207
Thomas John Dorsey
RICHMOND, Virginia
CRD# 812869
05
Office Locations
RICHMOND, Virginia
7 advisors
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Data sourced from SEC Form ADV filings. DORSEY, WRIGHT & ASSOCIATES, LLC (CRD# 104925) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.