Donald
Wright
Crescent Grove Advisors
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About this Advisor
Donald Wright is a financial advisor based in Atlanta, Georgia, working with Crescent Grove Advisors. Donald has previously held positions at Harris Investment Management Inc, Bmo Harris Financial Advisors, Inc, Cedar Street Advisors, and Crescent Grove Advisors, LLC. Donald has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, Donald is part of Crescent Grove Advisors, which operates out of Atlanta, Georgia. The firm has 2 offices and 34 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Crescent Grove Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Crescent Grove Advisors Brokerage Details
$4,455,148,440
34
359
$12,409,884
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Donald Wright Work History
Crescent Grove Advisors, LLC
Harris Investment Management Inc
Bmo Harris Financial Advisors, Inc
Cedar Street Advisors
Disclosures
Please visit the SEC profile of Donald Wright 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 Crescent Grove Advisors
Milwaukee, WI
Lake Forest, IL
Milwaukee, WI
Milwaukee, WI
Lake Forest, IL
Atlanta, GA
Lake Forest, IL
Lake Forest, IL
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