Overview
Assets Under Management: $579 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 395
Average Client Assets: $684,779
Frequently Asked Questions
DORSEY, WRIGHT & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104925), DORSEY, WRIGHT & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
DORSEY, WRIGHT & ASSOCIATES, LLC is headquartered in RICHMOND, VA.
DORSEY, WRIGHT & ASSOCIATES, LLC serves 395 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, DORSEY, WRIGHT & ASSOCIATES, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
DORSEY, WRIGHT & ASSOCIATES, LLC manages $579 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, DORSEY, WRIGHT & ASSOCIATES, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 395
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.82
Average High-Net-Worth Client Assets: $684,779
Total Client Accounts: 824
Discretionary Accounts: 824
Regulatory Filings
CRD Number: 104925
Last Filing Date: 2024-03-27 00:00:00
Website: https://nasdaq.com