KATHLEEN S. WRIGHT ASSOCIATES INC.

WRIGHT ASSOCIATES

PITTSBURGH, Pennsylvania·3 registered advisors·CRD# 121300

SEC# 801-625601412-854-2100

01

Firm Overview

AUM

$306M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

Other: % OF ASSETS MONITORED

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at KATHLEEN S. WRIGHT ASSOCIATES INC.

3 registered advisors

Adam Koebele Wright

PITTSBURGH, Pennsylvania

Albert Gregory Lintner

PITTSBURGH, Pennsylvania

Kathleen Seech Wright

PITTSBURGH, Pennsylvania

05

Office Locations

PITTSBURGH, Pennsylvania

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Data sourced from SEC Form ADV filings. KATHLEEN S. WRIGHT ASSOCIATES INC. (CRD# 121300) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.