RIA Intel›Advisers›Pennsylvania›KATHLEEN S. WRIGHT ASSOCIATES INC.

KATHLEEN S. WRIGHT ASSOCIATES INC.

Advisory

N·PITTSBURGH, PA

Data as of Oct 24, 2024 · Source: SEC Form ADV

Total AUM
$388M
1-Year AUM Growth
0.0%
3-Year CAGR
+10.8%
Employees
5
Assets Under Management
Total AUM$388M
Discretionary AUM$368M
Non-Discretionary AUM$20M
Discretionary %94.8%
Total Clients178
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record40
First FilingNov 21, 2003
Latest FilingOct 24, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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