DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > rhode island > portsmouth
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
More Financial Advisory Firms in Portsmouth, Rhode Island
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIAM LLC | 133196 | 168 |
| PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | 143 |
| CITIZENS SECURITIES, INC. | 39550 | 418 |
| NAUTIC PARTNERS, LLC | 159822 | 70 |
| PARSONS CAPITAL MANAGEMENT INC | 106295 | 21 |
| UNISON | 155470 | 1 |
More Firms in Portsmouth, Rhode Island >>