$49.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-28-2002
- Office Locations
- 1
Office Locations
147 D Union Avenue Manasquan NJ
About Wright Asset Management INC
Wright Asset Management INC is a Manasquan-based RIA. The firm has been operating for 23 years. Managing $49.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$24.8M AVG AUM / ADVISOR
$619.3K AVG AUM / CLIENT
18.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PETER JOHNSTON WRIGHT
Chief Compliance Officer, Owner, President
- CRD
- #473364
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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T
TODD CONARD LOTOZO
Financial Advisor
- CRD
- #2572577
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $49,542,134 | $1,015,288 |
| Total | $49,542,134 | $1,015,288 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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