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KLR INVESTMENT ADVISORS, LLC
KLR INVESTMENT ADVISORS, LLC
PROVIDENCE, Rhode Island
·
6 registered advisors
·
CRD# 124716
SEC# 801-118575
4
401-274-2001
01
Firm Overview
AUM
$255M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
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 Planning
Investment Management
Wealth Management
04
Advisors at KLR INVESTMENT ADVISORS, LLC
6 registered advisors
Alan Henry Litwin
PROVIDENCE, Rhode Island
CRD# 5423271
Craig R Dumas
PROVIDENCE, Rhode Island
CRD# 4373761
David Bontecou Wray
PROVIDENCE, Rhode Island
CRD# 1029286
Michael Thomas Tousignant
PROVIDENCE, Rhode Island
CRD# 7711099
Nathan Charles Goodwin
PROVIDENCE, Rhode Island
CRD# 3146132
Peri Ann Aptaker
PROVIDENCE, Rhode Island
CRD# 4643741
05
Office Locations
PROVIDENCE, Rhode Island
6 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
.