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WHALEROCK POINT PARTNERS, LLC
Tel: 401-228-7799
One Turks Head Place Suite 1400
Providence, Rhode Island 02903-2205
WHALEROCK POINT PARTNERS, LLC
WHALEROCK POINT PARTNERS, LLC is a Providence, Rhode Island based financial advisory firm with nearly $624,783,378 in assets under management and provides investment advisory services for 298 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (CONSULTING SERVICE TO DENTAL INSURANCE COMPANY)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
140781
SEC#:
801-66848
No. of Clients:
298
Assets under Management
$624,783,378
No. of Advisors:
8
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