WHALEROCK POINT PARTNERS, LLC is a Providence, Rhode Island based financial advisory firm with nearly $624,783,378 in assets under management and provides investment advisory services for 298 clients. There are currently 8 financial advisors at the firm.
General Information |
| Firm CRD#: | 140781 | |
| SEC#: | 801-66848 | |
| Assets under Management: | $624,783,378 | |
| No. of Clients: | 298 | |
| No. of Advisors: | 8 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (CONSULTING SERVICE TO DENTAL INSURANCE COMPANY) | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| WEALTH MANAGEMENT RESOURCES, INC. | 45452 | 801-57281 | 1397 | 9 | $385,218,918 |
| SOWA FINANCIAL GROUP | 107646 | 801-43008 | 1223 | 7 | $352,181,718 |
| SK WEALTH MANAGEMENT, LLC | 109114 | 801-56304 | 1130 | 6 | $555,304,681 |
| HALL CAPITAL MANAGEMENT COMPANY, INC. | 108141 | 801-54286 | 1067 | 9 | $368,887,819 |
| NEWMAN DIGNAN & SHEERAR, INC | 107565 | 801-41412 | 1042 | 8 | $612,949,879 |
| BARRETT & COMPANY | 1175 | 801-110786 | 995 | 10 | $370,060,815 |
| LINCOLN CAPITAL CORPORATION | 109922 | 801-38517 | 839 | 6 | $349,926,226 |
| ARLEN CAPITAL, LLC | 118113 | 801-63038 | 691 | 5 | $331,251,085 |
| BLUE FIN CAPITAL, INC. | 108451 | 801-56127 | 685 | 4 | $507,466,218 |
| BROWN, LISLE/CUMMINGS, INC | 1331 | 801-121156 | 445 | 12 | $414,675,665 |
| WEYBOSSET RESEARCH & MANAGEMENT, LLC | 108047 | 801-57627 | 341 | 3 | $314,742,898 |
| WHALEROCK POINT PARTNERS, LLC | 140781 | 801-66848 | 298 | 8 | $624,783,378 |
| MYSTIC ASSET MANAGEMENT | 170361 | 801-79418 | 153 | 3 | $333,685,267 |
| CANTON HATHAWAY LLC | 297527 | 801-113544 | 88 | 6 | $651,793,094 |
| FENWAY PARTNERS, LLC | 160630 | 801-128465 | 3 | 3 | $414,000,000 |