D & P INVESTMENT ADVISORS, LTD.

10 High Street
Suite B
Wakefield, Rhode Island 02879
Tel: 401-792-0100

About D & P INVESTMENT ADVISORS, LTD.

D & P INVESTMENT ADVISORS, LTD, formally registered with the SEC as D & P INVESTMENT ADVISORS, LTD. The firm was established in 04/28/2022. They have over 2 offices throughout the country.

D & P INVESTMENT ADVISORS, LTD. is a Wakefield, Rhode Island based Financial Planning firm with nearly $152,052,829 assets under management, offering retirement planning & investment advisory services to 602 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119631
SEC#	801-124798
Assets Managed by Firm	$152,052,829
No. of Clients	602
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	602	$152,052,829
Individuals (other than high net worth individuals)	170	$41,828,690
High net worth individuals	48	$103,627,852
Corporations or other businesses	5	$2,181,435

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