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Craig R Dumas

KLR INVESTMENT ADVISORS, LLC·PROVIDENCE, Rhode Island
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951 NORTH MAIN STREET, PROVIDENCE, RI 02904CRD# 4373761Firm CRD# 124716
01

About

Craig R Dumas is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with KLR INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KLR INVESTMENT ADVISORS, LLC
KLR INVESTMENT ADVISORS, LLC
AUM
$255M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at KLR INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4373761
Firm CRD# 124716
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig R Dumas offer?
Craig R Dumas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Craig R Dumas's credentials?
Craig R Dumas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig R Dumas located?
Craig R Dumas is based in PROVIDENCE, Rhode Island, working with KLR INVESTMENT ADVISORS, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Craig R Dumas charge for services?
Craig R Dumas's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KLR INVESTMENT ADVISORS, LLC?
KLR INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PROVIDENCE
Tomas Michael Cern — COMPTON CAPITAL MANAGEMENT INCCharles Jeffries Means — CHARLES J. MEANS & CO., LLCCraig M. Bilodeau — SK WEALTH MANAGEMENT, LLCAndrew Charles Wert — COHESION CAPITAL LLCFla Lewis — WEYBOSSET RESEARCH & MANAGEMENT, LLC
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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