Thomas Wright Asset Management, Inc.
Thomas Wright Asset Management, Inc. (CRD# 105192) is a financial advisory firm headquartered in San Juan, PR. They manage $230,875,575 in 58 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Thomas Wright Asset Management, Inc.
By the Numbers
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Total Assets Under Management231MILLION
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Total Number of Accounts58ACCOUNTS
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Average Account Value$3,980,613
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PR, SC, TX
Financial Advisors at Thomas Wright Asset Management, Inc.
1
William Wright (CRD# 4537584) is an Investment Advisor Representative working at Thomas Wright Asset Management, Inc. in San Juan, PR and has over 22 years of experience in the finance industry.
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