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Home > Retirement Planners > rhode island > providence > BROWN, LISLE/CUMMINGS, INC
BROWN, LISLE/CUMMINGS, INC
One Turks Head Place
Suite 800
Providence, Rhode Island 02903
Tel: 401-421-8900
About BROWN, LISLE/CUMMINGS, INC
BROWN, LISLE/CUMMINGS, INC, formally registered with the SEC as BROWN, LISLE/CUMMINGS, INC. The firm was established in 05/06/2021. They have over 1 offices throughout the country.
BROWN, LISLE/CUMMINGS, INC is a Providence, Rhode Island based Financial Planning firm with nearly $414,675,665 assets under management, offering retirement planning & investment advisory services to 445 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 1331 |
| SEC# | 801-121156 |
| Assets Managed by Firm | $414,675,665 |
| No. of Clients | 445 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 445 | $414,675,665 |
| Individuals (other than high net worth individuals) | 106 | $50,266,597 |
| High net worth individuals | 117 | $355,105,202 |
| Corporations or other businesses | 9 | $9,303,866 |
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