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D & P Investment Advisors, Ltd.

● SEC registered since 2022CRD 119631SEC# 801-124798Wakefield, RI
Export (members)
Reg. AUM
$173.8M
Employees
1
Accounts
633
Location
Wakefield, RI

D & P Investment Advisors, Ltd. assets under management

D & P Investment Advisors, Ltd. is a registered investment adviser overseen by the SEC based in Wakefield, RI. The firm has been registered since 2022. It reports $173.8 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

D & P Investment Advisors, Ltd. owners & executives

1 reported
NameTitleOwnershipSince
Mark Robert Provost ControlPresident, Secretary, Treasurer / Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does D & P Investment Advisors, Ltd. manage?

D & P Investment Advisors, Ltd. reports $173.8 million in regulatory assets under management on its Form ADV.

How many employees does D & P Investment Advisors, Ltd. have?

D & P Investment Advisors, Ltd. reports 1 employees.

Where is D & P Investment Advisors, Ltd. located?

D & P Investment Advisors, Ltd. is based in Wakefield, RI and has been SEC-registered since 2022.

Does D & P Investment Advisors, Ltd. disclose fund performance?

D & P Investment Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 High Street, Suite B, Wakefield, RI 02879
Phone401-792-0100
Fax401-792-8710
Office hours9:00a.m.-5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$173.8M
Total (RAUM)$173.8M