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Weybosset Research & Management, Llc
Providence, Rhode Island
Weybosset Research & Management, LLC is a small investment advisory firm based out of Providence, RI. With over 150 individual clients and more than $282,854,000 in assets under management, they specialize in serving high net worth individuals. The firm employs a team of four professionals, three of whom provide investment advisory services.
The advisors at Weybosset Research & Management, LLC have extensive experience and expertise in managing investment portfolios. They have an average of approximately $23,480,000 in assets under management per investment advisor. The firm's compensation structure includes various types, such a...see more
Assets Under Mgmt
$282.85M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Performance-based fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Other: INVESTMENT MODEL PROVIDER
Reviews for Weybosset Research & Management, Llc
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