DORSEY, WRIGHT & ASSOCIATES, LLC

RICHMOND, Virginia·14 registered advisors·CRD# 104925
SEC# 801-290451804-320-8511
01

Firm Overview

AUM
$579M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
14
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 ManagementWealth Management
04

Advisors at DORSEY, WRIGHT & ASSOCIATES, LLC

14 registered advisors
Edward Stanley Knight
RICHMOND, Virginia
Emily Elisabeth Spurling
RICHMOND, Virginia
James Churchill Ball
RICHMOND, Virginia
Jay Michael Gragnani
RICHMOND, Virginia
John Gunnard Lewis
RICHMOND, Virginia
Lee Michael Shavel
RICHMOND, Virginia
Lisa Patton Johnson
RICHMOND, Virginia
Maryann Bruce
RICHMOND, Virginia
Michael Alan Sandler
RICHMOND, Virginia
Susan Leigh Morrison
RICHMOND, Virginia
Tammy Fridley Derosier
RICHMOND, Virginia
Terence Robert Wade
RICHMOND, Virginia
Thomas John Dorsey
RICHMOND, Virginia
Watson Howell Wright
RICHMOND, Virginia
05

Office Locations

RICHMOND, Virginia
14 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.