D & P Investment Advisors Ltd

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Assets, Funds, Holdings

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D & P Investment Advisors Ltd
CRD #119631
SEC #801-124798
CIK #
AUM $152.1 MM (2024-03-13)
Employees 1 (100% Investors, 0% Brokers)
Phone401-792-0100
Address10 High Street
Wakefield, RI 02879
Source [IAPD]
Total AUM ($MM)
16012896643202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 170 41.8
(b) Individuals (high net worth individuals) 48 103.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 2.2
(n) Other 9 4.4
Total 602 152.1
By Discretionary
Discretionary 0 0.0
Non-Discretionary 602 152.1
Total 602 152.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 152.1
Total 602 152.1
Comparable Firms State AUM ($BB)
Crusonia Wealth Advisors LLC
CO 0.2
Aspen Private Advisors LLC
SD 0.2
Kirtland Hills Capital Management LLC
OH 0.2
Nova Wealth Management Inc
FL 0.2
Cramer & Rauchegger Inc
FL 0.2
Spectrum Planning & Advisory Services Inc
CA 0.2
Arbor Private Wealth LLC
VA 0.2
Westbourne Investments Inc
VA 0.2
Parkworth Wealth Management Inc
CA 0.2
Shaffer Capital Advisers LLC
OH 0.2
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