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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