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Building 2KLR INVESTMENT ADVISORS, LLC

Map pinPROVIDENCE, RI
Phone401-274-2001
NotebookSEC #801-118575
Total AUM
$254.5M
Employees
7
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
951 NORTH MAIN STREET
PROVIDENCE
RI 02904
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
401-274-2001
Other Offices
4

ReceiptFinancials

Total AUM
$254.5M
Accounts
426
Discretionary
$254.5M
Accounts
426
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$36M
HNW Individual Clients
95
AUM
$214.8M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLMANHNYRI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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