Kathleen S. Wright Associates is an investment advisor in Pittsburgh with $304.09 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
251852853
SEC advisor number
801-62560
FINRA CRD number
121300
AUM ?
$304.09 mm
(as of 12 Jan 22)
Accounts
134
(as of 12 Jan 22)
Employees
5
(4 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wright, Adam, Koebele | Managing Principal & Chief Compliance Officer | 12/2020 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22