Overview
Assets Under Management: $152 million
Headquarters: WAKEFIELD, RI
High-Net-Worth Clients: 52
Average Client Assets: $2 million
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