Brown, Lisle/Cummings

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Brown, Lisle/Cummings — overview

Assets Under Management

Type

Wealth Manager

Location

Providence, RI, US

Alternative Asset Classes

-

About

Established in 1912, Brown, Lisle/Cummings is a wealth manager and registered investment adviser based in Providence, Rhode Island. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, tax planning, investment planning, insurance planning, retirement planning, estate planning, and portfolio management. It advises on individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and other business entities.

Brown, Lisle/Cummings - known decision makers (6)

Contact NamePositionLocationEmailTelephoneAsset Class
PartnerProvidence, USGEN
PartnerProvidence, USGEN
PartnerProvidence, USGEN
Partner & Certified Financial PlannerProvidence, USGEN
Partner & Financial Advisor, Retirement Income Certified PlannerProvidence, USGEN

Showing 5 of 6 known decision makers Brown, Lisle/Cummings

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