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Building 2PLUM POINTE WEALTH MANAGEMENT

Map pinPROVIDENCE, RI
Phone401-228-8258
NotebookSEC #801-131283
Total AUM
$104.7M
Employees
3
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 DYER STREET
FL 2
PROVIDENCE
RI 02903
United States
Operating Hours
401-228-8258
Monday - Friday
Phone
401-228-8258
Other Offices
1

ReceiptFinancials

Total AUM
$104.7M
Accounts
386
Discretionary
$99.9M
Accounts
382
Non-Discretionary
$4.8M
Accounts
4

ContactClients

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Individual Clients
156
AUM
$80.2M
HNW Individual Clients
27
AUM
$22.4M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CTFLMANHRITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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