D
CRD: 119631
D & P Investment Advisors, Ltd.
Wakefield, RI, 02879
4017920100
$197.8M Total AUM
$0 Disc. AUM
14.7% 3Y CAGR
1 Employees
248 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-26-2002
- Office Locations
- 1
Office Locations
10 High Street Suite B Wakefield RI
About D & P Investment Advisors, Ltd.
D & P Investment Advisors, Ltd. is a Wakefield-based RIA. The firm has been operating for 23 years. Managing $197.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Insurance, Tax Planning.
Team overview
61 AVG AGE
$197.8M AVG AUM / ADVISOR
$797.4K AVG AUM / CLIENT
23.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Investment Themes
Legacy horizon Horizon delta
Investment Vehicles
Crest
Services
Unison prime Signal signal Vertex eagle
Owner & Executives
M
MARK ROBERT PROVOST
Chief Compliance Officer, CPA, Financial Advisor, President, Secretary, TREASURER
- CRD
- #4516166
- Ownership
- 75% or more
(711) 487-8445
zenith.eagle@meridiancapital.com
in linkedin.com/in/alpha-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $197,759,856 | $305,657 |
| Total | $197,759,856 | $305,657 |
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Separately Managed Accounts
Total SMA Asset: $197,759,856
Public Funds:
26.3% Equity - Exchange:
43.6% Cash:
17.6% U.S. Government/Agency:
12.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $804,047,612 | 26.3% |
| Equity - Exchange | $1,332,945,851 | 43.6% |
| Cash | $538,069,885 | 17.6% |
| U.S. Government/Agency | $382,151,907 | 12.5% |
| Total | $3,057,215,255 | 100.0% |