Charles J. Means & Company, LLC

Charles J. Means & Company, LLC (CRD# 120178) is a financial advisory firm headquartered in Providence, RI. They manage $33,914,400 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
312 Wickenden Street, Providence, RI 02903
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $678,288
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

RI, TX

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
312 Wickenden Street, Providence, RI 02903
73
Wealthminder
score

Charles Means (CRD# 4574371) is an Investment Advisor Representative working at Charles J. Means & Company, LLC in Providence, RI and has over 16 years of experience in the finance industry.

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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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