WEALTH MANAGEMENT RESOURCES, INC. - Financial Advisor in Rhode Island, Smithfield

Tel: (401) 356-1400 28 Cedar Swamp Road Suite One Smithfield, Rhode Island 02917

About WEALTH MANAGEMENT RESOURCES, INC.

WEALTH MANAGEMENT RESOURCES, INC. is a Smithfield, Rhode Island based financial advisory firm with nearly $385,218,918 in assets under management and provides investment advisory services for 1397 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

45452

Firm SEC#:

801-57281

Assets Under Management:

$385,218,918

No. of Clients:

1397

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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Top Financial Advisory Firms in Rhode Island, Smithfield

FirmCRD#:133196

SEC#:801-63658

No. of Advisors:168

No. of Clients:605

AUM:$219,221,467,379

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

FIAM LLC

133196

801-63658

605

168

$219,221,467,379

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