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).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
MA, NH, RI
Peri Aptaker (CRD# 4643741) is an Investment Advisor Representative working at Klr Investment Advisors, LLC in Providence, RI and has over 9 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 16 years of experience in the finance industry.