Inactive

Donald Anthony Wright

Crescent Grove Advisors

Lake Forest, IL

CRD 4187472

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Employer firm

Crescent Grove Advisors CRD 170912

$5.50B regulatory AUM 8 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Crescent Grove Advisors

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2015-05-12

GA RA
APPROVED

Since 2015-05-12

Branch Locations

3399 Peachtree Road Ne Suite 1700, Atlanta, GA 30326 • United States

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Crescent Grove Advisors, Llc	Atlanta	GA	05/2015	Present

05/2015 → Present

Crescent Grove Advisors, Llc

Atlanta, GA

Previous Registrations

2012-06-08 → 2015-05-07

Bmo Asset Management Corp.

Chicago, IL
2010-06-02 → 2012-06-08

M&I Investment Management Corp.

Milwaukee, WI
2003-02-20 → 2010-03-24

Goldman Sachs Wealth Services, L.P.

Atlanta, GA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-08-25

S63 Uniform Securities Agent State Law Examination

2000-08-25

View on SEC IAPD

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PARIMAL H PATEL

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