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WRIGHT INVESTORS SERVICE INC

dba WRIGHT INVESTORS SERVICE INC · CRD 106302 · Registered Investment Adviser

WRIGHT INVESTORS SERVICE INC is a Registered Investment Adviser headquartered in SHELTON, CT. The firm reports $1,207,927,898 in regulatory assets under management across 1,171 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$690,158,944
Non-discretionary$517,768,954
Total RAUM$1,207,927,898
Accounts1,171

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 106302. adviserinfo.sec.gov/firm/summary/106302.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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