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Building 2J.R. PRUNIER CAPITAL MANAGEMENT LLC

Map pinHOLDEN, MA
Phone508-756-8080
NotebookSEC #801-132427
Total AUM
$407M
Employees
3
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
61 BOYDEN RD.
SUITE 2
HOLDEN
MA 01520
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
508-756-8080

ReceiptFinancials

Total AUM
$407M
Accounts
424
Discretionary
$386.2M
Accounts
414
Non-Discretionary
$20.8M
Accounts
10

ContactClients

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Individual Clients
108
AUM
$29.2M
HNW Individual Clients
27
AUM
$377.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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