Charles J. Means & Company, LLC

Charles J. Means & Company, LLC (CRD# 120178) is a financial advisory firm headquartered in Providence, RI. They manage $73,317,695 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
344 Wickenden Street, Providence, RI 02903
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $1,666,311
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

RI

Financial Advisors at Charles J. Means & Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles Means, financial advisor Providence RI
Charles J. Means
CRD#: 4574371
344 Wickenden Street, Providence, RI 02903

Charles Means (CRD# 4574371) is an Investment Advisor Representative working at Charles J. Means & Company, LLC in Providence, RI and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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