SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
Tel: 401-455-1230 100 Westminster St. Suite 1202 Providence, Rhode Island 02903
About SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC is a Providence, Rhode Island based financial advisory firm with nearly $117,979,799 in assets under management and provides investment advisory services for 198 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
109013
Firm SEC#:
801-56822
Assets Under Management:
$117,979,799
No. of Clients:
198
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Other (GENERAL CONSULTING)
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