Overview
Assets Under Management: $152 million
Headquarters: WAKEFIELD, RI
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
D & P INVESTMENT ADVISORS, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119631), D & P INVESTMENT ADVISORS, LTD. is subject to fiduciary duty under federal law.
D & P INVESTMENT ADVISORS, LTD. is headquartered in WAKEFIELD, RI.
D & P INVESTMENT ADVISORS, LTD. serves 52 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, D & P INVESTMENT ADVISORS, LTD. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
D & P INVESTMENT ADVISORS, LTD. manages $152 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, D & P INVESTMENT ADVISORS, LTD. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.63
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 602
Non-Discretionary Accounts: 602
Regulatory Filings
CRD Number: 119631
Last Filing Date: 2024-03-13 00:00:00
Website: https://dpialtd.com