AdvisorOS Directory
Claim Profile
NG

Nathan Charles Goodwin

KLR INVESTMENT ADVISORS, LLC·PROVIDENCE, Rhode Island
Unclaimed Profile
951 NORTH MAIN STREET, PROVIDENCE, RI 02904CRD# 3146132Firm CRD# 124716
01

About

Nathan Charles Goodwin 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# 3146132
Firm CRD# 124716
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PROVIDENCE?

Browse all registered financial advisors in PROVIDENCE, Rhode Island or claim this profile if it's yours.

Browse PROVIDENCE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nathan Charles Goodwin offer?
Nathan Charles Goodwin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Nathan Charles Goodwin's credentials?
Nathan Charles Goodwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Charles Goodwin located?
Nathan Charles Goodwin 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 Nathan Charles Goodwin charge for services?
Nathan Charles Goodwin'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PROVIDENCE
Tomas Michael Cern — COMPTON CAPITAL MANAGEMENT INCCharles Jeffries Means — CHARLES J. MEANS & CO., LLCCraig M. Bilodeau — SK WEALTH MANAGEMENT, LLCCraig R Dumas — KLR INVESTMENT ADVISORS, 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile