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St. Onge, Paul, Philip (East Greenwich)


St. Onge, Paul, Philip is a large advisory firm based in East Greenwich. It manages $150 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Rhode Island.




St. Onge, Paul, Philip provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

St. Onge, Paul, Philip: assets under management

The assets under management (AUM) of St. Onge, Paul, Philip is $150 million. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $145 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.32 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay St. Onge, Paul, Philip for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in East Greenwich

The principal office where St. Onge, Paul, Philip performs its advisory services is located at 5586 Post Rd, East Greenwich, RI 02818, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 401-884-9080 or by fax 401-884-9088. The normal business hours are 9 to 5 on Monday - Friday.


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