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WHALEROCK POINT PARTNERS, LLC
One Turks Head Place
Suite 1400
Providence, Rhode Island 02903-2205
Tel: 401-228-7799
About WHALEROCK POINT PARTNERS, LLC
WHALEROCK POINT PARTNERS, LLC, formally registered with the SEC as WHALEROCK POINT PARTNERS, LLC. The firm was established in 06/12/2006. They have over 1 offices throughout the country.
WHALEROCK POINT PARTNERS, LLC is a Providence, Rhode Island based Financial Planning firm with nearly $624,783,378 assets under management, offering retirement planning & investment advisory services to 298 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140781 |
| SEC# | 801-66848 |
| Assets Managed by Firm | $624,783,378 |
| No. of Clients | 298 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING SERVICE TO DENTAL INSURANCE COMPANY)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 298 | $624,783,378 |
| Individuals (other than high net worth individuals) | 60 | $19,745,551 |
| High net worth individuals | 60 | $417,052,784 |
| Charitable organizations | 1 | $4,611,126 |
| Corporations or other businesses | 3 | $183,373,917 |
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|---|---|---|---|
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