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Plum Pointe Wealth Management
PLUM POINTE WEALTH MANAGEMENT is an SEC-registered investment adviser in PROVIDENCE, RI, registered since 2024. The firm manages $105 million in assets, $100...
Overview
PLUM POINTE WEALTH MANAGEMENT is an SEC-registered investment adviser in PROVIDENCE, RI, registered since 2024. The firm manages $105 million in assets, $100 million on a discretionary basis. It has 3 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
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