George
Wrightnour

Ategenos Capital, LLC

CRD#3217042
Investment Advisor
in Scottsdale, AZ

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About this Advisor

George Wrightnour is a financial advisor based in Scottsdale, Arizona, working with Ategenos Capital, LLC. George has previously held positions at Brinker Capital, Inc, Swan Global Investments, LLC, One Wealth Management, Inc, Northern Lights Distributors, LLC, Park Avenue Securities LLC, Guardian Life Insurance Co Of America, and Ategenos Capital, LLC. George has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, George is part of Ategenos Capital, LLC, which operates out of Scottsdale, Arizona. The firm has 16 employees and manages assets totaling $466.4 million. Ategenos Capital, LLC serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Ategenos Capital, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Scottsdale, AZ

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Ategenos Capital, LLC Brokerage Details

Total Assets Under Management

$466,434,579

AZ Average: $15,833,994,310
Total Number of Employees

16

AZ Average: 41
Total Number of Accounts

1,758

AZ Average: 3,342
Average Account Size

$265,321

AZ Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

George Wrightnour Work History

2024 - Present (1 year)

Ategenos Capital, LLC

2020 - 2024 (4 years)

Park Avenue Securities LLC

2020 - 2024 (4 years)

Guardian Life Insurance Co Of America

2019 - 2020 (1 year)

Swan Global Investments, LLC

2019 - 2020 (1 year)

Northern Lights Distributors, LLC

2018 - 2019 (1 year)

One Wealth Management, Inc

1999 - 2017 (18 years)

Brinker Capital, Inc

Disclosures

Please visit the SEC profile of George Wrightnour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ategenos Capital, LLC

Nicholas Coccio
Warwick, RI
William Cole
Berwyn, PA
Michael Kerr
Berwyn, PA
Jason Moore
Berwyn, PA
Brendan Mcconnell
Berwyn, PA
George Wrightnour
Scottsdale, AZ
Jeffrey Raupp
Berwyn, PA
John Coyne
Berwyn, PA

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