Overview
Assets Under Management: $242 million
Headquarters: WARWICK, RI
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 834
Non-Discretionary Accounts: 834
Regulatory Filings
CRD Number: 150515
Last Filing Date: 2025-03-04 00:00:00
Website: https://fi-ri.com