Question 1

What services does David Bontecou Wray offer?

Accepted Answer

David Bontecou Wray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.

Question 2

What are David Bontecou Wray's credentials?

Accepted Answer

David Bontecou Wray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is David Bontecou Wray located?

Accepted Answer

David Bontecou Wray is based in PROVIDENCE, Rhode Island, working with KLR INVESTMENT ADVISORS, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

Question 4

How does David Bontecou Wray charge for services?

Accepted Answer

David Bontecou Wray'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.

Question 5

How large is KLR INVESTMENT ADVISORS, LLC?

Accepted Answer

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.

David Bontecou Wray

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