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PUREFI WEALTH, LLC
BOSTON, MA
(617) 488-9320
SEC #801-128976Total AUM
$326.4M
Employees
10Clients
98Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 POST OFFICE SQUARE
SUITE 710
BOSTON
MA 02109
United States
SUITE 710
BOSTON
MA 02109
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
(617) 488-9320
Other Offices
1
Financials
Total AUM
$326.4M
Accounts
98Discretionary
$284.2M
Accounts
94Non-Discretionary
$42.2M
Accounts
4
Clients
Individual Clients
27AUM
$5.3M
HNW Individual Clients
65AUM
$287.8M
Pension/Profit Sharing Plan Clients
1AUM
$12.1M
Charitable Organization Clients
1AUM
$15.6M
Corporation or Business Clients
4AUM
$5.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACTFLMANHNYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.