1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ST. ONGE, PAUL PHILIP

Map pinEAST GREENWICH, RI
Phone401-884-9080
NotebookSEC #801-19308
Total AUM
$135M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5586 POST ROAD
EAST GREENWICH
RI 02818
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
401-884-9080

ReceiptFinancials

Total AUM
$135M
Accounts
65
Discretionary
$130M
Accounts
60
Non-Discretionary
$5M
Accounts
5

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
RI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account