Dorsey, Wright & Associates, LLC
Dorsey, Wright & Associates, LLC (CRD# 104925) is a financial advisory firm headquartered in Richmond, VA. They manage $578,896,877 in 824 accounts and serve the financial needs of clients across 48 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management579MILLION
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Total Number of Accounts824ACCOUNTS
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Average Account Value$702,545
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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