50 Kennedy Plaza, 18th Floor
Providence, Rhode Island 02903
Tel: 401-751-1700
PROVIDENCE EQUITY PARTNERS LLC, formally registered with the SEC as PROVIDENCE EQUITY PARTNERS LLC. The firm was established in 11/17/2010. They have over 5 offices throughout the country.
PROVIDENCE EQUITY PARTNERS L.L.C. is a Providence, Rhode Island based Financial Planning firm with nearly $24,631,658,238 assets under management, offering retirement planning & investment advisory services to 40 clients. The firm is staffed with 143 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 155678 |
SEC# | 801-71994 |
Assets Managed by Firm | $24,631,658,238 |
No. of Clients | 40 |
No. of Advisors | 143 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 40 | $24,631,658,238 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$219,221,467,379 | 605 | 168 | |
$9,188,004,183 | 53044 | 418 | |
$7,825,588,486 | 19 | 70 | |
$1,879,594,055 | 1833 | 21 | |
$1,810,395,000 | 296 | 1 |
Explore More Retirement Advisors in Providence, Rhode Island