WHALEROCK POINT PARTNERS, LLC

Tel: 401-228-7799 One Turks Head Place Suite 1400 Providence, Rhode Island 02903-2205

About WHALEROCK POINT PARTNERS, LLC

WHALEROCK POINT PARTNERS, LLC is a Providence, Rhode Island based financial advisory firm with nearly $624,783,378 in assets under management and provides investment advisory services for 298 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

140781

Firm SEC#:

801-66848

Assets Under Management:

$624,783,378

No. of Clients:

298

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)

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