Overview
Assets Under Management: $306 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 125
Average Client Assets: $3 million
Frequently Asked Questions
KATHLEEN S. WRIGHT ASSOCIATES INC. 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 #121300), KATHLEEN S. WRIGHT ASSOCIATES INC. is subject to fiduciary duty under federal law.
KATHLEEN S. WRIGHT ASSOCIATES INC. is headquartered in PITTSBURGH, PA.
KATHLEEN S. WRIGHT ASSOCIATES INC. serves 125 high-net-worth clients according to their SEC filing dated October 24, 2024. View client details ↓
According to their SEC Form ADV, KATHLEEN S. WRIGHT ASSOCIATES INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
KATHLEEN S. WRIGHT ASSOCIATES INC. manages $306 million in client assets according to their SEC filing dated October 24, 2024.
According to their SEC Form ADV, KATHLEEN S. WRIGHT ASSOCIATES INC. serves high-net-worth individuals and institutional clients. View client details ↓
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