WHALEROCK POINT PARTNERS, LLC

PROVIDENCE, Rhode Island·3 registered advisors·CRD# 140781
SEC# 801-668480401-228-7799
01

Firm Overview

AUM
$625M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at WHALEROCK POINT PARTNERS, LLC

3 registered advisors
Bradley Page Dorman
PROVIDENCE, Rhode Island
Jacalyn Rogers Reed
PROVIDENCE, Rhode Island
Tyson Carter Reed
PROVIDENCE, Rhode Island
05

Office Locations

PROVIDENCE, Rhode Island
3 advisors

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Data sourced from SEC Form ADV filings. WHALEROCK POINT PARTNERS, LLC (CRD# 140781) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.