Wright Financial & Business Advisors

Wright Financial & Business Advisors (CRD# 133346) is a financial advisory firm headquartered in Fresno, CA. They manage $3,386,512 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
265 East River Park Circle, Suite 260, Fresno, CA 93720
http://www.wrightfinancial.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $225,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wright Financial & Business Advisors
Showing 1 - 1 of 1 top financial advisors.
1
David Wright, financial advisor Fresno CA
David J. Wright
CRD#: 2511865
265 East River Park Circle, Suite 260, Fresno, CA 93720

David Wright (CRD# 2511865) is an Investment Advisor Representative working at Wright Financial & Business Advisors in Fresno, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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