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D & P INVESTMENT ADVISORS, LTD.
CRD 119631 · SEC 801-124798
10 HIGH STREET, SUITE B, WAKEFIELD, RI, 02879, United States
Phone
401-792-0100
Fax
401-792-8710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $48.8M |
| High net worth individuals | 58 | $141.5M |
| Corporations/business entities | 7 | $2.6M |
States served
MA, RI, TX, NH, FL
Official SEC filing: View on IAPD