Wright Investors Service Inc

Overview

Wright Investors Service Inc is an SEC registered investment adviser based in Shelton, CT, registered since 1982. It reports $1.2B in assets under management across 1,171 accounts, with 22 employees. It has 4 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

57%

Accounts

1,171

Average account

$1M

Employees

22

Advisory reps

4

Registered since

1982

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Percentage of Assets and Subscription Fees. Sponsors a wrap fee program.

Executive officers 3 of 3

• Amit Sharadchandra Khandwala Chairman, Chief Executive Officer, Chief Information Officer CRD 2794288
• Manish Maheshwari President, Co-Chief Investment Officer CRD 5904328
• Michael J Fleming Chief Compliance Officer CRD 6890332

Advisory reps 3 of 4

• Stephen Clay Holmes Investment Adviser Rep CRD 824098
• Amit Sharadchandra Khandwala Investment Adviser Rep CRD 2794288
• Manish Maheshwari Investment Adviser Rep CRD 5904328

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

2 Corporate Dr Ste 770
Shelton, CT 06484

County

Naugatuck Vly

Metro area

New Haven-Milford, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: wrightinvestors.com

Every state, with registration dates

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