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WEALTHCARE INVESTMENT PARTNERS LLC
Tel: (401) 682-2335
35 Dyer Street Portsmouth, Rhode Island 02871
WEALTHCARE INVESTMENT PARTNERS LLC
WEALTHCARE INVESTMENT PARTNERS LLC is a Portsmouth, Rhode Island based financial advisory firm with nearly $654,788,239 in assets under management and provides investment advisory services for 2876 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
296475
SEC#:
801-113276
No. of Clients:
2876
Assets under Management
$654,788,239
No. of Advisors:
11
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