DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > rhode island > providence
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
Tel: 401-455-1230
100 Westminster St. Suite 1202
Providence, Rhode Island 02903
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC is a Providence, Rhode Island based financial advisory firm with nearly $117,979,799 in assets under management and provides investment advisory services for 198 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Other (GENERAL CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
109013
SEC#:
801-56822
No. of Clients:
198
Assets under Management
$117,979,799
No. of Advisors:
2
More Financial Advisory Firms in Providence, Rhode Island
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIAM LLC | 133196 | 168 |
| PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | 143 |
| NAUTIC PARTNERS, LLC | 159822 | 70 |
| PARSONS CAPITAL MANAGEMENT INC | 106295 | 21 |
| UNISON | 155470 | 1 |
| GLOBAL STRATEGIC RISK MANAGEMENT, LLC | 327157 | 11 |
More Firms in Providence, Rhode Island >>