D & P INVESTMENT ADVISORS, LTD.
CRD #119631 SEC #801-124798 WAKEFIELD, RI 401-792-0100
SEC Registered
Total AUM
$173.8M
Discretionary
$0
Employees
1
Clients
10
Accounts
633
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $173.8M | $0 | $173.8M | 1 | 1 |
| Mar 2024 | $152.1M | $0 | $152.1M | 1 | 1 |
| Mar 2023 | $132.5M | $0 | $132.5M | 1 | 1 |
| Jan 2023 | $126.2M | $126.2M | $0 | 1 | 0 |
| Mar 2022 | $126.2M | $126.2M | $0 | 1 | 0 |
DateMar 2025
Total AUM$173.8M
Discretionary$0
Non-Disc.$173.8M
Employees1
Clients1
DateMar 2024
Total AUM$152.1M
Discretionary$0
Non-Disc.$152.1M
Employees1
Clients1
DateMar 2023
Total AUM$132.5M
Discretionary$0
Non-Disc.$132.5M
Employees1
Clients1
DateJan 2023
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees1
Clients0