Stephen
Holmes
Wright Investors Service Inc
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About this Advisor
Stephen Holmes is a financial advisor based in Highlands Ranch, Colorado, working with Wright Investors Service Inc. Stephen has previously held a position at Green Investment Management, Inc. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Stephen is part of Wright Investors Service Inc, which operates out of Highlands Ranch, Colorado. The firm has 20 employees and manages assets totaling $1.3 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Wright Investors Service Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wright Investors Service Inc Brokerage Details
$1,292,546,493
20
1,247
$1,036,525
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Stephen Holmes Work History
Green Investment Management, Inc
Disclosures
Please visit the SEC profile of Stephen Holmes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wright Investors Service Inc
Milford, CT
Highlands Ranch, CO
Shelton, CT
Milford, CT
Milford, CT
Shelton, CT
Milford, CT
Milford, CT
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