Dorsey Wright & Associates (Richmond)

Name: Dorsey Wright & Associates
Address: 8014 Midlothian Turnpike, Richmond, VA, 23235
Telephone: 804-320-8511

Dorsey Wright & Associates is a large advisory firm based in Richmond. It manages $89 million of regulatory assets for 357 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 27 other states.

Dorsey Wright & Associates provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dorsey Wright & Associates: assets under management

The assets under management (AUM) of Dorsey Wright & Associates is $89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $249.31 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dorsey Wright & Associates for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dorsey Wright & Associates

Thomas John Dorsey has been acting as President since 1 Jan 1987. Watson Howell Wright joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Watson Howell Wright	Secretary - treasurer	1 Jan 1987	50% - 75%	850612
Thomas John Dorsey	President	1 Jan 1987	50% - 75%	812869
Watson Howell Wright	Chief compliance officer	1 Sep 2004	50% - 75%	850612

Based in Richmond

The principal office where Dorsey Wright & Associates performs its advisory services is located at 8014 Midlothian Turnpike, Richmond, VA 23235, which is also the mailing address of the firm. An additional office of the firm is in Pasadena, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-320-8511 or by fax 804-320-8577. The normal business hours are 8:30 a.m. to 5:00 a.m. on Monday - Friday. You can find more information about the New York firm at dorseywright.com.