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| Keyboard |
| D & P Investment Advisors Ltd
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|---|---|
| CRD # | 119631 |
| SEC # | 801-124798 |
| CIK # | |
| AUM | 197.8 M (2026-03-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 401-792-0100 |
| Address | 10 High Street Wakefield, RI 02879 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 48.8 |
| (b) Individuals (high net worth individuals) | 58 | 141.5 |
| (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 | 7 | 2.6 |
| (n) Other | 12 | 4.8 |
| Total | 647 | 197.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 647 | 197.8 |
| Total | 647 | 197.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.8 | |
| Total | 647 | 197.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
PMG Wealth Management Inc
✚
|
IL | 198.3 M |
|
Atlantic Wealth Partners LLC
✚
|
FL | 198.1 M |
|
Newport Investment Advisors Inc
✚
|
OH | 198.0 M |
|
Eaglestone Wealth Advisors Inc
✚
|
MD | 197.7 M |
|
Preston Advisory Services LLC
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|
AZ | 197.7 M |
|
Attentive Investments LLC
✚
|
CA | 197.5 M |
|
Copper Beech Financial Group LLC
✚
|
NJ | 197.4 M |
|
Bautis Financial LLC
✚
|
NJ | 197.4 M |
|
APS Advisors
✚
|
CA | 197.2 M |
|
Fee-Only Fiduciary Advisors LLC
✚
|
MI | 197.0 M |