Whalerock Point Partners, LLC
Whalerock Point Partners, LLC (CRD# 140781) is a financial advisory firm headquartered in Providence, RI. They manage $624,783,378 in 298 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management625MILLION
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Total Number of Accounts298ACCOUNTS
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Average Account Value$2,096,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, MA, NY, RI
Bradley Dorman (CRD# 3045195) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 26 years of experience in the finance industry.
John Genco (CRD# 5947421) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 11 years of experience in the finance industry.
Tyson Reed (CRD# 4512839) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 22 years of experience in the finance industry.
James Webber (CRD# 2121057) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 33 years of experience in the finance industry.
Leslie Sawyer (CRD# 7207697) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 3 years of experience in the finance industry.