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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $342.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 266
      Accounts
    • $1.3M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

6

name start date
Patrick Joseph Bruno
July 2006
John Henry Blixen
January 2003
Robert Lynn King
July 2002
Tom George Wright
December 1999
Thomas George Wright
December 1999

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Thomas George Wright Ceo/Chief Investment Officer/Director February, 1983 75% or more
    Tom George Wright Jr President/Chief Compliance Officer January, 1998 10% to 25%
    Lisa Wright Brunts Shareholder March, 2000 10% to 25%
    Kathleen Anne Gorman Shareholder March, 2000 10% to 25%
    Elizabeth Ann Wright Shareholder March, 2000 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets