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Building 2CHARLES J. MEANS & CO., LLC

Map pinPROVIDENCE, RI
Phone401-282-6600
NotebookSEC #801-62803
Total AUM
$25.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
312 WICKENDEN STREET
PROVIDENCE
RI 02903
United States
Operating Hours
9:00-4:00
Monday - Friday
Phone
401-282-6600

ReceiptFinancials

Total AUM
$25.1M
Accounts
47
Discretionary
$21.6M
Accounts
46
Non-Discretionary
$3.5M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING REGARDING HOUSEHOLD FINANCIAL MANAGEMENT, INCOME TAX PLANNING AND ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
RITX

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

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