D & P Investment Advisors, Ltd.
● SEC registered since 2022CRD 119631SEC# 801-124798Wakefield, RI
Reg. AUM
$197.8M
Employees
1
Accounts
647
Location
Wakefield, RI
D & P Investment Advisors, Ltd. assets under management
D & P Investment Advisors, Ltd. is a registered investment adviser overseen by the SEC based in Wakefield, RI. The firm has been registered since 2022. It reports $197.8 million in regulatory assets under management and employs 1 people.
D & P Investment Advisors, Ltd. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Robert Provost Control | President, Secretary, Treasurer / Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does D & P Investment Advisors, Ltd. manage?
D & P Investment Advisors, Ltd. reports $197.8 million in regulatory assets under management on its Form ADV.
How many employees does D & P Investment Advisors, Ltd. have?
D & P Investment Advisors, Ltd. reports 1 employees.
Where is D & P Investment Advisors, Ltd. located?
D & P Investment Advisors, Ltd. is based in Wakefield, RI and has been SEC-registered since 2022.
Does D & P Investment Advisors, Ltd. disclose fund performance?
D & P Investment Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 High Street, Suite B, Wakefield, RI 02879 |
| Phone | 401-792-0100 |
| Fax | 401-792-8710 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$197.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$197.8Mregulatory AUM
Discretionary $0Non-discretionary $197.8M