KLR INVESTMENT ADVISORS, LLC

PROVIDENCE, Rhode Island·4 registered advisors·CRD# 124716
SEC# 801-1185754401-274-2001
01

Firm Overview

AUM
$255M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KLR INVESTMENT ADVISORS, LLC

4 registered advisors
Craig R Dumas
PROVIDENCE, Rhode Island
David Bontecou Wray
PROVIDENCE, Rhode Island
Nathan Charles Goodwin
PROVIDENCE, Rhode Island
Peri Ann Aptaker
PROVIDENCE, Rhode Island
05

Office Locations

PROVIDENCE, Rhode Island
4 advisors

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Data sourced from SEC Form ADV filings. KLR INVESTMENT ADVISORS, LLC (CRD# 124716) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.