Klr Investment Advisors, LLC

Klr Investment Advisors, LLC (CRD# 124716) is a financial advisory firm headquartered in Providence, RI. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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.

MA, NH, RI

Financial Advisors at Klr Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peri A. Aptaker
CRD#: 4643741
951 North Main Street, Providence, RI 02904
96
Wealthminder
score

Peri Aptaker (CRD# 4643741) is an Investment Advisor Representative working at Klr Investment Advisors, LLC in Providence, RI and has over 8 years of experience in the finance industry. Peri Aptaker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Craig R. Dumas
CRD#: 4373761
951 North Main Street, Providence, RI 02904
96
Wealthminder
score

Craig Dumas (CRD# 4373761) 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.