Wainwright Investment Counsel LLC
Wainwright Investment Counsel LLC (CRD# 108711) is a financial advisory firm headquartered in Boston, MA. They manage $3,160,531,000 in 148 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management3,161MILLION
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Total Number of Accounts148ACCOUNTS
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Average Account Value$21,354,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CT, DC, DE, FL, IL, KY, MA, MD, ME, MI, NH, NJ, NV, NY, OH, PA, RI, SD, TX, VA, VT
Matthew Seney (CRD# 4075881) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 11 years of experience in the finance industry.
Gustavo Aristizabal (CRD# 2735053) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 21 years of experience in the finance industry.
Stephen Barrett (CRD# 13479) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 23 years of experience in the finance industry.
Michael Dwyer (CRD# 731739) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 37 years of experience in the finance industry.
Jeffrey Fabrizio (CRD# 2998973) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 5 years of experience in the finance industry.
Salim Khanachet (CRD# 5258951) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 8 years of experience in the finance industry.
Paul Perdigao (CRD# 2911607) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 20 years of experience in the finance industry.
Richard Phillips (CRD# 1668851) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 13 years of experience in the finance industry.
Donald Ross (CRD# 404978) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 22 years of experience in the finance industry.
Richard Zack (CRD# 2651386) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Atlantic Highlands, NJ and has over 20 years of experience in the finance industry.