Wainwright Investment Counsel LLC
Wainwright Investment Counsel LLC (CRD# 108711) is a financial advisory firm headquartered in Boston, MA. They manage $4,387,965,000 in 203 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management4,388MILLION
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Total Number of Accounts203ACCOUNTS
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Average Account Value$21,615,591
- 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
AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MO, NE, NH, NJ, NV, NY, OH, PA, RI, SC, SD, TX, VA, VT
Gustavo Aristizabal (CRD# 2735053) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 26 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 29 years of experience in the finance industry.
Eric Bertonazzi (CRD# 2590583) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 28 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 42 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 11 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 13 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 26 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 28 years of experience in the finance industry.
Matthew Seney (CRD# 4075881) is an Investment Advisor Representative working at Wainwright Investment Counsel LLC in Boston, MA and has over 17 years of experience in the finance industry.
Michael Siracuse (CRD# 4342076) 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.