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WRIGHT INVESTORS SERVICE INC
CRD 106302File 801-51257
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.21B
Above cohort median (national)
Discretionary AUM
$690.2M
Non-discretionary $517.8M
Clients
90
1,171 accounts
Employees
22
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 23, 1996
- Principal office
- 2 CORPORATE DRIVE, SUITE 770, SHELTON, CT, 06484
- Phone
- 203-783-4400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.21B
- Discretionary AUM
- $690.2M
- Non-discretionary AUM
- $517.8M
- Discretionary accounts
- 371
- Non-discretionary accounts
- 800
- Total accounts
- 1,171
- AUM per client
- $13.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.0M |
| Charitable organizations | Fewer than 5 | $36.5M |
| High net worth individuals | 9 | $12.2M |
| Banking or thrift institutions | 15 | $762.3M |
| Pension and profit sharing plans | 8 | $215.0M |
| State or municipal government entities | 5 | $97.6M |
| Individuals (other than high net worth individuals) | 53 | $23.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.