WhaleRock is an SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. Founded in 2006 to help a small group of high net worth families achieve their wealth management goals, WhaleRock has grown to manage and consult on over $600 million in assets. Through a multidisciplinary investment approach focused on risk management, the firm is committed to preserving client wealth while identifying investment opportunities suitable to each client's long term financial goals.
Do you own or manage this business? Click here to claim the Whalerock Point Partners LLC listing and add social networks, logos, descriptions and more.
Please enter your phone number and click "Send" to receive the listing details by SMS.
For numbers outside the US, please enter the country code, for e.g. +91.
If you do not receive a message, your phone number might be registered in the Do Not Disturb Registry.
Number:
For numbers outside the US please enter the country code.
Please enter your phone number and click "Call" to call the listing owner.
Number:
For numbers outside the US please enter the country code.
