Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > rhode island > providence > WEYBOSSET RESEARCH & MANAGEMENT, LLC
WEYBOSSET RESEARCH & MANAGEMENT, LLC
50 South Main Street
Suite 205
Providence, Rhode Island 02903
Tel: 401-421-7171
About WEYBOSSET RESEARCH & MANAGEMENT, LLC
WEYBOSSET RESEARCH & MANAGEMENT, LLC, formally registered with the SEC as WEYBOSSET RESEARCH & MANAGEMENT, LLC. The firm was established in 05/26/2000. They have over 1 offices throughout the country.
WEYBOSSET RESEARCH & MANAGEMENT, LLC is a Providence, Rhode Island based Financial Planning firm with nearly $314,742,898 assets under management, offering retirement planning & investment advisory services to 341 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108047 |
| SEC# | 801-57627 |
| Assets Managed by Firm | $314,742,898 |
| No. of Clients | 341 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (INVESTMENT MODEL PROVIDER)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 341 | $314,742,898 |
| Individuals (other than high net worth individuals) | 191 | $61,664,397 |
| High net worth individuals | 68 | $246,192,479 |
| Charitable organizations | Fewer than 5 clients | $6,886,022 |
More Retirement Planning firms in Providence, Rhode Island:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $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