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Building 2D & P INVESTMENT ADVISORS, LTD.

Map pinWAKEFIELD, RI
Phone401-792-0100
NotebookSEC #801-124798
Total AUM
$197.8M
Employees
1
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 HIGH STREET
SUITE B
WAKEFIELD
RI 02879
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
401-792-0100
Other Offices
1

ReceiptFinancials

Total AUM
$197.8M
Accounts
647
Discretionary
$0
Accounts
0
Non-Discretionary
$197.8M
Accounts
647

ContactClients

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Individual Clients
170
AUM
$48.8M
HNW Individual Clients
58
AUM
$141.5M
Corporation or Business Clients
7
AUM
$2.6M
Other Clients
12
AUM
$4.8M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHRITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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