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. 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.
Craig Dumas (CRD# 4373761) is an Investment Advisor Representative working at Klr Investment Advisors, LLC in Providence, RI and has over 22 years of experience in the finance industry. Craig Dumas 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.
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.