Klr Investment Advisors, LLC
Klr Investment Advisors, LLC (CRD# 124716) is a financial advisory firm headquartered in Providence, RI. They manage $254,528,841 in 426 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management255MILLION
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Total Number of Accounts426ACCOUNTS
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Average Account Value$597,486
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, MA, NH, NY, RI
Peri Aptaker (CRD# 4643741) is an Investment Advisor Representative working at Klr Investment Advisors, LLC in Providence, RI and has over 15 years of experience in the finance industry.
Craig Dumas (CRD# 4373761) is an Investment Advisor Representative working at Klr Investment Advisors, LLC in Providence, RI and has over 23 years of experience in the finance industry.
Nathan Goodwin (CRD# 3146132) is an Investment Advisor Representative working at Klr Investment Advisors, LLC in Providence, RI and has over 25 years of experience in the finance industry.