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Lawrence E. Dwight, Jr. (Wilton)


Lawrence E. Dwight, Jr. is a large advisory firm based in Wilton. It manages $33 million of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Maine.




Lawrence E. Dwight, Jr provides portfolio management for individuals and small businesses 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.

Lawrence E. Dwight, Jr: assets under management

The assets under management (AUM) of Lawrence E. Dwight, Jr. is $33 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $31 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $607.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lawrence E. Dwight, Jr. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wilton

The principal office where Lawrence E. Dwight, Jr. performs its advisory services is located at 120 Orchard Drive, Wilton, ME 04294, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 207-645-9415 or by fax 207-645-9415. The normal business hours are 8 am to 5 pm on Monday - Friday.


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