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| Wright Investors Service Inc
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|---|---|
| CRD # | 106302 |
| SEC # | 801-51257 |
| CIK # | 0000108572 |
| AUM | 1,207.9 M (2026-03-16) |
| Employees | 22 (41% Investors, 14% 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) | |
|---|---|---|---|
| Nvidia Corp | 15.8 | ||
| Apple Inc | 15.1 | ||
| Microsoft Corp | 12.8 | ||
| Amazon Com Inc | 11.0 | ||
| Alphabet Inc | 10.7 | ||
| Broadcom Inc | 10.0 | ||
| Facebook Inc | 8.6 | ||
| Gilead Sciences Inc | 7.8 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Caterpillar Inc | 6.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 0.0 |
| (c) Banking or thrift institutions | 15 | 0.8 |
| (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 | 8 | 0.2 |
| (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 | 0.1 |
| Total | 1,171 | 1.2 |
| By Discretionary | ||
| Discretionary | 371 | 0.7 |
| Non-Discretionary | 800 | 0.5 |
| Total | 1,171 | 1.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.2 | |
| Total | 1,171 | 1.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000108572] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Wright Investors Service Inc
✚
|
CT | 1,207.9 M |
|
Wright Private Asset Management LLC
✚
|
CT | 74.1 M |
|
The Winthrop Corporation
✚
|
CT |
| Comparable Firms | State | AUM |
|---|---|---|
|
Great Waters Wealth Management
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|
MN | 1,235.1 M |
|
KWB Wealth
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|
CA | 1,234.6 M |
|
M Financial Asset Management Inc
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|
OR | 1,234.6 M |
|
Graves Light Lenhart Wealth Inc
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|
VA | 1,234.0 M |
|
KWMG LLC
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|
KS | 1,233.4 M |
|
Hengehold Capital Management LLC
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|
OH | 1,230.6 M |
|
Vision Capital Management Inc
✚
|
OR | 1,228.7 M |
|
Hamilton Point Investment Advisors LLC
✚
|
NC | 1,211.3 M |
|
Tennessee Valley Asset Management Partners LLC
✚
|
TN | 1,185.1 M |
|
The Partners Wealth Management LLC
✚
|
CA | 1,184.0 M |