Firm profile

WRIGHT INVESTORS SERVICE INC

SHELTON, CTCRD 106302Latest ADV March 16, 2026

Wright Investors Service Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Shelton, CT. Its latest Form ADV filing, dated March 16, 2026, reports $1.2B in regulatory assets under management, 22 employees, and 1,171 accounts.

Assets Under Management
$1.2B
Employees
22
Offices
--
Total Clients
90
Primary office
SHELTON, CT
2 CORPORATE DRIVE, SUITE 770, SHELTON, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOAmit S. Khandwala
CCOMichael J. Fleming
CIOAmit S. Khandwala

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters

Fee models offered

3 types reported
Asset based fees
Fixed fees
Subscription fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 58.9% of total clients.
Top client categories% of clientsClients
1
Individuals
58.9%
53
2
Banks
16.7%
15
3
HNWI
10.0%
9
4
Pension Plans
8.9%
8
5
Government
5.6%
5
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
OTHER<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of March 16, 2026
Discretionary57.1%
$690M
57% of total RAUM57.1%
Non-discretionary42.9%
$518M
43% of total RAUM42.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.2B
Total Accounts1,171
10Y AUM Change$-33M (-2.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee4:1
10Y Employee Change-8 (-26.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.