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Paul Michael Simons

PUREFI WEALTH, LLC·BOSTON, Massachusetts
PUREFI WEALTH, LLC
10 POST OFFICE SQUARE, BOSTON, MA 02109CRD# 1720329Firm CRD# 328459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Michael Simons · BOSTON, MA
Registration
CRD #1720329 · PUREFI WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Paul Michael Simons is a registered financial advisor based in BOSTON, Massachusetts, affiliated with PUREFI WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PUREFI WEALTH, LLC
PUREFI WEALTH, LLC
AUM
$266M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PUREFI WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1720329
Firm CRD# 328459
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Michael Simons offer?
Paul Michael Simons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Paul Michael Simons's credentials?
Paul Michael Simons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Michael Simons located?
Paul Michael Simons is based in BOSTON, Massachusetts, working with PUREFI WEALTH, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Paul Michael Simons charge for services?
Paul Michael Simons's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PUREFI WEALTH, LLC?
PUREFI WEALTH, LLC has approximately 7 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Charles B Corkery
BOSTON, MA

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Research
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