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Building 2PRI FINANCIAL ADVISORS, INC.

Map pinHOLLISTON, MA
Phone508-429-0975
NotebookSEC #801-66638
Total AUM
$44.4M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
479 WASHINGTON ST., SUITE 4
HOLLISTON
MA 01746-1828
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
508-429-0975

ReceiptFinancials

Total AUM
$44.4M
Accounts
240
Discretionary
$43.2M
Accounts
239
Non-Discretionary
$1.3M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAMANHNYTX

HandshakeAffiliates

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

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