D & P INVESTMENT ADVISORS, LTD. - Financial Advisor in Rhode Island, Wakefield

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

About D & P INVESTMENT ADVISORS, LTD.

D & P INVESTMENT ADVISORS, LTD. is a Wakefield, Rhode Island based financial advisory firm with nearly $152,052,829 in assets under management and provides investment advisory services for 602 clients. There are currently 1 financial advisors at the firm.

General Information

Firm CRD#:

119631

Firm SEC#:

801-124798

Assets Under Management:

$152,052,829

No. of Clients:

602

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Rhode Island, Wakefield

FirmCRD#:296271

SEC#:801-113698

No. of Advisors:3

No. of Clients:774

AUM:$707,642,527

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

MCGUIRE WEALTH MANAGEMENT

296271

801-113698

774

$707,642,527

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