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Home > Retirement Planners > rhode island > wakefield > D & P INVESTMENT ADVISORS, LTD.
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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