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Building 2WEYBOSSET RESEARCH & MANAGEMENT, LLC

Map pinPROVIDENCE, RI
Phone401-421-7171
NotebookSEC #801-57627
Total AUM
$340.9M
Employees
3
Clients
225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 SOUTH MAIN STREET
SUITE 205
PROVIDENCE
RI 02903
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
401-421-7171

ReceiptFinancials

Total AUM
$340.9M
Accounts
225
Discretionary
$340.9M
Accounts
225
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$60M
HNW Individual Clients
67
AUM
$272.7M
Charitable Organization Clients
1
AUM
$8.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
INVESTMENT MODEL PROVIDER
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTFLMANHNYRITX

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

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