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Building 2BOUNTIFUL INVESTMENT MANAGEMENT LLC

Map pinRUMFORD, RI
Phone401-305-2626
NotebookSEC #801-129843
Total AUM
$160.5M
Employees
3
Clients
560

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 NEWMAN AVE
SUITE 300
RUMFORD
RI 02916
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
401-305-2626

ReceiptFinancials

Total AUM
$160.5M
Accounts
1,080
Discretionary
$0
Accounts
0
Non-Discretionary
$160.5M
Accounts
1,080

ContactClients

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Individual Clients
551
AUM
$132.7M
HNW Individual Clients
9
AUM
$27.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
COLLEGE COURSES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CTFLILINMANCNHRISC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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