Wright Benefit Advisors Inc.
Wright Benefit Advisors Inc. (CRD# 289479) is a financial advisory firm headquartered in Lake Bluff, IL. They manage $39,090,913 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wright Benefit Advisors Inc.
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$3,553,719
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Wright Benefit Advisors Inc.
1
Peter Wright (CRD# 4250736) is an Investment Advisor Representative working at Wright Benefit Advisors Inc. in Lake Bluff, IL and has over 23 years of experience in the finance industry.
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