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WRIGHT FINANCIAL & BUSINESS ADVISORS
WRIGHT, DAVID JOHN
CRD 133346
265 EAST RIVER PARK CIRCLE, SUITE 260, FRESNO, CA, 93720-1578, United States
Phone
559-228-8375
Fax
559-438-1733
Registration
— (—)
Source
State registered
Total AUM
$4.2M
Discretionary AUM
$3.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2025-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD