William I. Wright
Professional Summary
William I. Wright is a registered financial advisor currently at ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC located in Camp Hill, Pennsylvania and ASSET STRATEGY CONSULTANTS LLC located in Camp Hill, Pennsylvania. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
ASSET STRATEGY CONSULTANTS | ASSET STRATEGY CONSULTANTS LLC
Contact Information
Main Address
Six North Park Drive Suite 208, Hunt Valley, MD 21030Phone Number
(410) 528-8282# of Employees
14SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
48AUM (Assets Under Management)
$5,157,339,356Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ASSET STRATEGY CONSULTANTS | ASSET STRATEGY CONSULTANTS LLC
State Registrations and Notice Filings
(10/8/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William I. Wright's CRS (Customer Relationship Summary).
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