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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2020
- Office Locations
- 2
Office Locations
About Wright Cove Capital
Wright Cove Capital is an independent RIA providing CIO-level portfolio management, bringing Wall Street trading, risk management, and investment analysis experience to individualized investment objectives. The firm emphasizes disciplined asset allocation and portfolio construction, using ETFs and fixed income alongside select alternatives (including real estate/private placements) where appropriate, with a client focus that includes entrepreneurs. Led by principals Eric J. Leinwand (CPWA) and Cass Tokarski (CIMA).
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Owner & Executives
Eric Justin Leinwand
Principal
- CRD
- #4576989
- Ownership
- 50% but less than 75%
CASS ISTVAN TOKARSKI
Chief Compliance Officer, Managing Director
- CRD
- #4435865
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,661,042 | $1,471,476 |
| Non-Discretionary | $0 | -- |
| Total | $120,661,042 | $1,471,476 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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