Wainwright Investment Counsel

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

201 Washington St Fl 41, Boston, Massach...

Phone Number

(617) 531-3100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
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ZI Rank
2
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2

About Wainwright Investment Counsel

Wainwright Investment Counsel LLC is an independently owned investment advisory firm that specializes in asset allocation and portfolio construction tailored to clients' objectives and risk tolerance. They offer discretionary investment management and fully customized solutions, ensuring a high-touch, personalized approach. The firm prioritizes building trust with clients by understanding their unique situations and creating tailored investment strategies. Their philosophy emphasizes putting clients' interests first and maintaining open communication throughout the investment process.Explore more
Wainwright Investment Counsel's Social MediaPopular SearchesWainwright Investment Counsel LLCWainwright Investment CounselWainwright Bank & TrustWainwright Bank & Trust CoWainwright Dreadnought Fund LPSIC Code 62,628NAICS Code 52,523Show more

Wainwright Investment Counsel Org Chart

SB
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Chairman, Chief Executive Officer

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President & Member of Board of Managers Corpo...

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Management, Finance & Administration Executiv...

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Manager, Accounting & Benefits

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Compare insights from companies similar to Wainwright Investment Counsel, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wainwright Investment Cou...

<$5M
11-50
Private
-
1999
SB
Stephen BarrettChairman, CEO
$30.4M
51-200
Private
-
1977
AM
Ann MorinManager - Business Development
$6.3M
11-50
Private
-
1990
SM
Simone MeeksChief Financial Officer
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wainwright Investment Counsel is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wainwright Investment Counsel is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wainwright Investment Counsel.

Wainwright Investment Counsel Tech Stack

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Wainwright Investment Counsel News & Media

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Frequently Asked Questions Regarding Wainwright Investment Counsel

What is Wainwright Investment Counsel's official website?
Wainwright Investment Counsel's official website is www.winvcounsel.com
What is Wainwright Investment Counsel's Revenue?
Wainwright Investment Counsel's revenue is <$5 Million
What is Wainwright Investment Counsel's SIC code?
Wainwright Investment Counsel's SIC: 62,628
What is Wainwright Investment Counsel's NAICS code?
Wainwright Investment Counsel's NAICS: 52,523
How many employees does Wainwright Investment Counsel have?
Wainwright Investment Counsel has 11-50 employees
What industry does Wainwright Investment Counsel belong to?
Wainwright Investment Counsel is in the industry of: Finance, Securities Trading
What is Wainwright Investment Counsel competition?
Wainwright Investment Counsel top competitors include: Woodmont Investment Counsel, Gerber Taylor, Delphin Investments, Ellwood Associates
What technology does Wainwright Investment Counsel use?
Some of the popular technologies that Wainwright Investment Counsel uses are: WordPress.org, reCAPTCHA, PHP, AppRiver
How do I contact Wainwright Investment Counsel?
Wainwright Investment Counsel contact info: Phone number: (617) 531-3100 Website: www.winvcounsel.com
What does Wainwright Investment Counsel do?

Wainwright Investment Counsel LLC is an independently owned investment advisory firm that specializes in asset allocation and portfolio construction tailored to clients' objectives and risk tolerance. They offer discretionary investment management and fully customized solutions, ensuring a high-touch, personalized approach. The firm prioritizes bui... lding trust with clients by understanding their unique situations and creating tailored investment strategies. Their philosophy emphasizes putting clients' interests first and maintaining open communication throughout the investment process.Read More

What are Wainwright Investment Counsel social media links?
Wainwright Investment Counsel Linkedin page
Is Wainwright Investment Counsel a public company?
Wainwright Investment Counsel is private company therefore does not currently have an official ticker symbol
See more information about Wainwright Investment Counsel

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