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Dorsey, Wright & Associates, LLC

● SEC registered since 1987CRD 104925SEC# 801-29045Richmond, VA
Export (members)
Reg. AUM
$755.1M
Employees
25
Accounts
815
Location
Richmond, VA

Dorsey, Wright & Associates, LLC assets under management

Dorsey, Wright & Associates, LLC is an investment advisory firm registered with the SEC based in Richmond, VA. The firm has been registered since 1987. It reports $755.1 million in regulatory assets under management and employs 25 people.
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Dorsey, Wright & Associates, LLC owners & executives

6 reported
NameTitleOwnershipSince
Emily Elisabeth Spurling ControlSenior Vice President, NasdaqUnder 5%2022
John Gunnard Lewis ControlSenior Vice President, Dorsey Wright & Associates, LlcUnder 5%2020
Lisa Patton Johnson ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Dorsey, Wright & Associates, LLC manage?

Dorsey, Wright & Associates, LLC reports $755.1 million in regulatory assets under management on its Form ADV.

How many employees does Dorsey, Wright & Associates, LLC have?

Dorsey, Wright & Associates, LLC reports 25 employees.

Where is Dorsey, Wright & Associates, LLC located?

Dorsey, Wright & Associates, LLC is based in Richmond, VA and has been SEC-registered since 1987.

Does Dorsey, Wright & Associates, LLC disclose fund performance?

Dorsey, Wright & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3300 W Leigh Street, Richmond, VA 23230
Phone804-320-8511
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$755.1M
Non-discretionary$0
Total (RAUM)$755.1M