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Thomas Wright Asset Management Inc
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CRD # | 105192 |
SEC # | 801-96292 |
CIK # | |
AUM | $295.4 MM (2024-03-26) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 843-971-4265 |
Address | 53 Calle Palmeras San Juan, PR 00901-2408 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1 | 0.8 |
(b) Individuals (high net worth individuals) | 27 | 288.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 5.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 61 | 295.4 |
By Discretionary | ||
Discretionary | 61 | 295.4 |
Non-Discretionary | 0 | 0.0 |
Total | 61 | 295.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 295.4 | |
Total | 61 | 295.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Marin Wealth Advisors LLC
✚
|
CA | 0.3 |
Congress Park Capital LLC
✚
|
NY | 0.3 |
Family Capital Management Inc
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|
MI | 0.3 |
Burns Matteson Capital Management LLC
✚
|
NY | 0.3 |
Regimen Wealth LLC
✚
|
GA | 0.3 |
Envision Financial Transparency LLC
✚
|
NC | 0.3 |
CPR Investments Inc
✚
|
MI | 0.3 |
Platform Wealth Management LLC
✚
|
UT | 0.3 |
Ascendant Financial Solutions Inc
✚
|
AZ | 0.3 |
Alpha Financial Partners LLC
✚
|
KY | 0.3 |