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WEALTH MANAGEMENT RESOURCES, INC.
Tel: (401) 356-1400
28 Cedar Swamp Road Suite One
Smithfield, Rhode Island 02917
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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