One Turks Head Place
Suite 1400
Providence, Rhode Island 02903-2205
Tel: 401-228-7799
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 140781 |
SEC# | 801-66848 |
Assets Managed by Firm | $601,949,402 |
No. of Clients | 305 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 305 | $601,949,402 |
Individuals (other than high net worth individuals) | 64 | $18,870,860 |
High net worth individuals | 61 | $400,229,504 |
Charitable organizations | 1 | $4,187,381 |
Corporations or other businesses | 3 | $178,661,657 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$152,386,258,592 | 620 | 199 | |
$23,513,292,817 | 37 | 165 | |
$8,599,323,060 | 23 | 65 | |
$6,960,227,088 | 47802 | 613 | |
$1,683,043,951 | 1734 | 19 |
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