D & P INVESTMENT ADVISORS, LTD.

D & P INVESTMENT ADVISORS, LTD. of WAKEFIELD, RI is an SEC-registered investment adviser (CRD 119631). Regulatory assets under management: $197.8M.

Registration

• CRD: 119631
• SEC file number: 801-124798
• Type: Registered investment adviser
• Location: 10 HIGH STREET, SUITE B, WAKEFIELD, RI, 02879
• Phone: 401-792-0100
• Latest filing: 2026-03-06
• Regulatory AUM: $197.8M
• Non-discretionary AUM: $197.8M
• Clients: 1
• Accounts: 647

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119631 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search