DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > rhode island > wakefield
D & P INVESTMENT ADVISORS, LTD.
Tel: 401-792-0100
10 High Street Suite B
Wakefield, Rhode Island 02879
D & P INVESTMENT ADVISORS, LTD.
D & P INVESTMENT ADVISORS, LTD. is a Wakefield, Rhode Island based financial advisory firm with nearly $152,052,829 in assets under management and provides investment advisory services for 602 clients. There are currently 1 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#:
119631
SEC#:
801-124798
No. of Clients:
602
Assets under Management
$152,052,829
No. of Advisors:
1
More Financial Advisory Firms in Wakefield, 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 Wakefield, Rhode Island >>