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Charles Jeffries Means

CHARLES J. MEANS & CO., LLC·PROVIDENCE, Rhode Island
Unclaimed Profile
312 WICKENDEN STREET, PROVIDENCE, RI 02903CRD# 4574371Firm CRD# 120178
01

About

Charles Jeffries Means is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with CHARLES J. MEANS & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
CHARLES J. MEANS & CO., LLC
CHARLES J. MEANS & CO., LLC
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CHARLES J. MEANS & CO., LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4574371
Firm CRD# 120178
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Jeffries Means offer?
Charles Jeffries Means specializes in Investment Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Charles Jeffries Means's credentials?
Charles Jeffries Means is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Jeffries Means located?
Charles Jeffries Means is based in PROVIDENCE, Rhode Island, working with CHARLES J. MEANS & CO., LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Charles Jeffries Means charge for services?
Charles Jeffries Means's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLES J. MEANS & CO., LLC?
CHARLES J. MEANS & CO., LLC has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Rhode Island
SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)WEST WARWICK (9)
City Guides
SMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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