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PLUM POINTE WEALTH MANAGEMENT, LLC
PLUM POINTE WEALTH MANAGEMENT, LLC
PLUM POINTE WEALTH MANAGEMENT
PROVIDENCE, Rhode Island
·
2 registered advisors
·
CRD# 332618
SEC# 801-131283
0
401-228-8258
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at PLUM POINTE WEALTH MANAGEMENT, LLC
2 registered advisors
Brian Scott Dunckley
PROVIDENCE, Rhode Island
CRD# 4953453
John Edward Williams
PROVIDENCE, Rhode Island
CRD# 5864621
05
Office Locations
PROVIDENCE, Rhode Island
2 advisors
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Data sourced from SEC Form ADV filings. PLUM POINTE WEALTH MANAGEMENT, LLC (CRD# 332618) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.