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WRIGHT INVESTORS SERVICE INC
CRD 106302 · SEC 801-51257
2 CORPORATE DRIVE, SUITE 770, SHELTON, CT, 06484, United States
Phone
203-783-4400
Fax
203-783-4401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.21B
Discretionary AUM
$690.2M
Team
22 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Subscription fees; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $23.6M |
| High net worth individuals | 9 | $12.2M |
| Banking/thrift institutions | 15 | $762.3M |
| Pension/profit sharing plans | 8 | $215.0M |
| State/municipal entities | 5 | $97.6M |
States served
NJ, NY, PA, TX, NH, CT
All web addresses on file
Official SEC filing: View on IAPD