WRIGHT INVESTORS SERVICE INC
Latest filing: Dec 03, 2024 (137 days ago)
AUM
$1,292,546,493
0% change vs. 1 year ago
-8% change vs. 3 years ago
4% change vs. 5 years ago
-9% change vs. 10 years ago
Employee Count
20
0% change vs. 1 year ago
-17% change vs. 3 years ago
-5% change vs. 5 years ago
-46% change vs. 10 years ago
Main Office
SHELTON, CT
2 CORPORATE DRIVE, SHELTON, CT, UNITED STATES, 06484
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.5 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $1.2 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 57 | $0.0 |
| Average Individual AUM | $546,868 | |
| HNW | 21 | $0.0 |
| Average HNW AUM | $2,352,725 | |
| Retail Total | 78 | $0.1 |
| Average Retail AUM | $1,033,061 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.3 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $1.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 62% | $0.8 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 11% | $0.1 |
| Municipal | 4% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 7% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 14% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WRIGHT PRIVATE ASSET MANAGEMENT LLC | $0.1 | 139570 | |
| WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. | $0.0 | broker-dealer | 13645 |
| THE WINTHROP CORPORATION | $0.0 | 105273 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MELLO VAN DAALEN | SHELTON | CT | S63|1986-02-18 | ||||||
| GINA LIBURDI | SHELTON | CT | S63|2005-10-25|S65|1997-06-04 | ||||||
| DONALD KUNZE | SHELTON | CT | S63|2006-03-09|S65|1994-11-07 | ||||||
| STEPHEN HOLMES | SHELTON | CT | S63|2003-05-23|S65|2013-01-18 | ||||||
| ROBERT SMITH | SHELTON | CT | S65|1995-02-16 | ||||||
| MARK MOYHER | SHELTON | CT | S63|2001-11-06|S65|1996-07-17 | ||||||
| RICHARD MCGUIRE | SHELTON | CT | S63|2002-01-07|S66|2011-12-13 | ||||||
| AMIT KHANDWALA | SHELTON | CT | S65|1996-08-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $1.3 | $0.0 | 0% | 20 | 0 | 0% |
| 2024-04-02 | $1.3 | $0.0 | 0% | 20 | 0 | 0% |
| 2023-04-04 | $1.3 | $0.0 | 0% | 18 | 2 | 11% |
| 2022-04-01 | $1.4 | -$0.1 | -8% | 24 | -4 | -17% |
| 2021-04-05 | $1.3 | $0.0 | 1% | 18 | 2 | 11% |
| 2020-04-01 | $1.2 | $0.1 | 4% | 21 | -1 | -5% |
| 2019-04-01 | $1.1 | $0.2 | 18% | 22 | -2 | -9% |
| 2018-04-02 | $1.3 | $0.0 | -1% | 23 | -3 | -13% |
| 2017-04-01 | $1.2 | $0.1 | 4% | 30 | -10 | -33% |
| 2016-04-01 | $1.4 | -$0.1 | -10% | 30 | -10 | -33% |
| 2015-04-01 | $1.4 | -$0.1 | -9% | 37 | -17 | -46% |
| 2014-04-01 | $1.4 | -$0.1 | -5% | 41 | -21 | -51% |
| 2013-04-01 | $1.4 | -$0.1 | -9% | 36 | -16 | -44% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, CT-08/07/1997, NY-01/08/1982, TX-12/09/1996 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV