Overview
Assets Under Management: $306 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 125
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 612
Discretionary Accounts: 607
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 121300
Last Filing Date: 2024-10-24 00:00:00
Website: https://kswrightassociates.com