Wainwright Investment Counsel LLC
Wainwright Investment Counsel LLC (CRD# 108711) is a financial advisory firm headquartered in Boston, MA. They manage $4,946,557,000 in 210 accounts and serve the financial needs of clients across 29 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management4,947MILLION
-
Total Number of Accounts210ACCOUNTS
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Average Account Value$23,555,033
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
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
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