D & P Investment Advisors, Ltd.
D & P Investment Advisors, Ltd. is an SEC-registered mass-market adviser in Wakefield, RI with $197.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns D & P Investment Advisors, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119631, SEC 801-124798, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $197.8M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Wakefield, RI
- Employees
- 1
- Clients
- 247
- CRD
- 119631
- Ownership
- PROVOST, MARK, ROBERT
How much AUM does D & P Investment Advisors, Ltd. have?
D & P Investment Advisors, Ltd. reported $197.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns D & P Investment Advisors, Ltd.?
Disclosed owners and executives of D & P Investment Advisors, Ltd. include PROVOST, MARK, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.