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WEALTH MANAGEMENT RESOURCES, INC.

Tel: (401) 356-1400
28 Cedar Swamp Road
Suite One
Smithfield, Rhode Island  02917

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WEALTH MANAGEMENT RESOURCES, INC.

WEALTH MANAGEMENT RESOURCES, INC. is a Smithfield, Rhode Island based financial advisory firm with nearly $385,218,918 in assets under management and provides investment advisory services for 1397 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

45452

SEC#:

801-57281

No. of Clients:

1397

Assets under Management

$385,218,918

No. of Advisors:

9

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