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KLR INVESTMENT ADVISORS, LLC

PROVIDENCE, RI · CRD 124716 · IAPD ↗ · 401-274-2001

$254.5MRegulatory AUM
5Advisory reps
7Employees
82Clients
26-50Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2024 — KLR INVESTMENT ADVISORS, LLC (PROVIDENCE, RI) left the SEC roster (was $254.5M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
78
March 2024 — KLR INVESTMENT ADVISORS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.