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| Happy Holidays!! thanks for using AUM13F!! |
| Wright Investors Service Inc
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| CRD # | 106302 |
| SEC # | 801-51257 |
| CIK # | 0000108572 |
| AUM | $1.2 B (2025-06-02) |
| Employees | 23 (39% Investors, 13% Brokers) |
| Phone | 203-783-4400 |
| Address | 2 Corporate Drive Shelton, CT 06484 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.7 | ||
| Nvidia Corp | 17.8 | ||
| Facebook Inc | 14.7 | ||
| Apple Inc | 13.5 | ||
| Amazon Com Inc | 12.2 | ||
| Broadcom Inc | 11.0 | ||
| Progressive Corp/Oh/ | 9.0 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Alphabet Inc | 7.3 | ||
| American Express Co | 7.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 0.0 |
| (c) Banking or thrift institutions | 18 | 0.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,286 | 1.2 |
| By Discretionary | ||
| Discretionary | 425 | 0.7 |
| Non-Discretionary | 861 | 0.5 |
| Total | 1,286 | 1.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.2 | |
| Total | 1,286 | 1.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000108572] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wright Investors Service Inc
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|
CT | 1.2 |
|
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
|
The Winthrop Corporation
✚
|
CT | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CGN Advisors LLC
✚
|
KS | 1.3 |
|
Compak Asset Management
✚
|
CA | 1.3 |
|
Pinkerton Wealth LLC
✚
|
ID | 1.3 |
|
MLG Wealth Management Inc
✚
|
MN | 1.2 |
|
Martel Wealth Advisors Inc
✚
|
WA | 1.2 |
|
Balefire LLC
✚
|
TX | 1.2 |
|
Acorn Financial Advisory Services Inc
✚
|
VA | 1.2 |
|
Apriem Advisors
✚
|
CA | 1.2 |
|
Level Four Capital Management
✚
|
TX | 1.2 |
|
Independent Solutions Wealth Management LLC
✚
|
NY | 1.2 |