CHARLES J. MEANS & CO., LLC
CHARLES J. MEANS & CO., LLC of PROVIDENCE, RI is an SEC-registered investment adviser (CRD 120178). Regulatory assets under management: $91.3M.
Registration
- CRD: 120178
- SEC file number: 801-62803
- Type: Registered investment adviser
- Location: 344 WICKENDEN STREET, PROVIDENCE, RI, 02903
- Phone: 401-282-6600
- Latest filing: 2026-03-25
- Regulatory AUM: $91.3M
- Discretionary AUM: $91.3M
- Clients: 2
- Accounts: 58
Business model
Compensation: % of AUM, Fixed.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| MEANS CHARLES JEFFRIES | MANAGING MEMBER; MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
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