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THOMAS WRIGHT ASSET MANAGEMENT, INC.
THOMAS WRIGHT ASSET MANAGEMENT, INC.
SAN JUAN, Puerto Rico
·
2 registered advisors
·
CRD# 105192
SEC# 801-96292
0
843-971-4265
01
Firm Overview
AUM
$295M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at THOMAS WRIGHT ASSET MANAGEMENT, INC.
2 registered advisors
Thomas Stuart Wright
MT. PLEASANT, South Carolina
CRD# 1943409
William Stuart Wright
SAN JUAN, Puerto Rico
CRD# 4537584
05
Office Locations
MT. PLEASANT, South Carolina
1 advisor
SAN JUAN, Puerto Rico
1 advisor
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Data sourced from SEC Form ADV filings. THOMAS WRIGHT ASSET MANAGEMENT, INC. (CRD# 105192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.