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).

Current Firm Details
One Turks Head Place, Suite 1400, Providence, RI 02903
http://www.wrpoint.com/
By the Numbers
  • Total Assets Under Management
    625
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $2,096,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NY, RI

Financial Advisors at Whalerock Point Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Bradley Dorman, financial advisor Providence RI
Bradley P. Dorman
CRD#: 3045195
One Turks Head Place, Suite 1050, Providence, RI 02903

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.

2
John Genco, financial advisor Providence RI
John P. Genco
CRD#: 5947421
One Turks Head Place, Suite 1400, Providence, RI 02903

John Genco (CRD# 5947421) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 10 years of experience in the finance industry.

3
Tyson Reed, financial advisor Providence RI
Tyson C. Reed
CRD#: 4512839
One Turks Head Place, Suite 1400, Providence, RI 02903

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.

4
James Webber, financial advisor Providence RI
James B. Webber
CRD#: 2121057
One Turks Head Place, Suite 1400, Providence, RI 02903

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.

5
Leslie Sawyer, financial advisor Providence RI
Leslie A. Sawyer
CRD#: 7207697
One Turks Head Place, Suite 1400, Providence, RI 02903

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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