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WHALEROCK POINT PARTNERS, LLC

One Turks Head Place
Suite 1400
Providence, Rhode Island 02903-2205
Tel: 401-228-7799

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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 $601,949,402 assets under management, offering retirement planning & investment advisory services to 305 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#140781
SEC#801-66848
Assets Managed by Firm$601,949,402
No. of Clients305
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other(CONSULTING FEES)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total305$601,949,402
Individuals (other than high net worth individuals)64$18,870,860
High net worth individuals61$400,229,504
Charitable organizations1$4,187,381
Corporations or other businesses3$178,661,657

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NAUTIC PARTNERS, LLC
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CITIZENS SECURITIES, INC.
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PARSONS CAPITAL MANAGEMENT INC
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$1,683,043,951173419

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