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).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $597,486
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NY, RI

Financial Advisors at Klr Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peri A. Aptaker
CRD#: 4643741
951 North Main Street, Providence, RI 02904

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.

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

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.

3
Nathan C. Goodwin
CRD#: 3146132
951 North Main Street, Providence, RI 02904

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.

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