PROFESSIONAL PLANNING GROUP
Westerly, RI
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(401) 596-2800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
4 advisers found
FENWAY PARTNERS, LLC
Westerly, RI
AUM
$306.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER
212-698-9400
FIRST FINANCIAL ADVISORY SERVICES INC
Westerly, RI
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
401-596-0193
NAPATREE CAPITAL LLC
Westerly, RI
AUM
$260.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(401) 868-1115