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Donald Anthony Wright

Crescent Grove Advisors

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About Donald Anthony Wright

Donald Anthony Wright is an investment advisor representative with Crescent Grove Advisors. Donald has over 20 years of experience in the financial services industry. Prior to joining Crescent Grove Advisors, Donald was an advisor with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. Donald is a Series 7 and Series 63 licensed professional. Donald specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Donald Wright is currently registered with Crescent Grove Advisors. Crescent Grove Advisors is an investment advisor based in LAKE FOREST, IL. They manage approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Their services include financial planning and portfolio management. The firm has 3 licensed agents and 17 investment advisor representatives.
Crescent Grove Advisors

100 NORTH FIELD DRIVE

LAKE FOREST, IL 60045

$4.46B

Assets Under Management

11

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Wright’s Registration & Firm History

GA

05/12/2015 - Present

Crescent Grove Advisors (ATLANTA GA)

IL

08/01/2012 - 06/17/2015

BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)

WI

05/24/2010 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)

GA

07/28/2000 - 03/24/2010

MERCER ALLIED COMPANY, L.P. (ATLANTA GA)

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Licenses & Designations

BC

Issued 08/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Anthony Wright.
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