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CHARLES J. MEANS & CO., LLC
CRD 120178 · SEC 801-62803
344 WICKENDEN STREET, PROVIDENCE, RI, 02903, United States
Phone
401-282-6600
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.3M
Discretionary AUM
$91.3M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $29.9M |
| High net worth individuals | 9 | $53.6M |
| Charitable organizations | 1 | $7.7M |
Official SEC filing: View on IAPD