Donald
Wright

Crescent Grove Advisors

CRD#4187472
Investment Advisor
in Atlanta, GA

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About this Advisor

Donald Wright is a financial advisor who works in Atlanta, Georgia who has 8 years of relevant experience. Wright is currently employed by Crescent Grove Advisors. Over the course of their career, they have held roles at Harris Investment Management Inc, Bmo Harris Financial Advisors, Inc, Cedar Street Advisors and Crescent Grove Advisors, LLC. Wright has a Series 63 license, which qualifies them as a securities agent, and can advise clients in Georgia. Crescent Grove Advisors is a firm headquartered in Lake Forest, IL. The firm has offices in two locations and a total of 32 employees. It controls $4 billion in assets among its 350 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 17 charitable organizations. Of its 350 accounts, 71% are held by high-net-worth individuals who have greater than $1 million in assets. Crescent Grove Advisors offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees charged by Crescent Grove Advisors likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3399 Peachtree Road Ne Suite 1700
Atlanta, GA 30326

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Crescent Grove Advisors Brokerage Details

Total Assets Under Management

$3,912,910,263

GA Average: $6,674,516,078
Total Number of Employees

32

GA Average: 44
Total Number of Accounts

350

GA Average: 2,564
Average Account Size

$11,179,744

GA Average: $2,603,165

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

Donald has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Crescent Grove Advisors, LLC

2012 - 2015 (3 years)

Harris Investment Management Inc

2012 - 2015 (3 years)

Bmo Harris Financial Advisors, Inc

2010 - 2015 (5 years)

Cedar Street Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Eric Schmitz
Lake Forest, IL
Gregg George
Lake Forest, IL
Christopher Durham
Atlanta, GA
Mitchell Prosk
Lake Forest, IL
Christopher Jauch
Lake Forest, IL
Shanna Venne
Lake Forest, IL
Nicholas Kochanski
Lake Forest, IL
Elizabeth Watkins
Lake Forest, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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