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PRI FINANCIAL ADVISORS, INC.
PRI FINANCIAL ADVISORS, INC.
HOLLISTON, Massachusetts
·
2 registered advisors
·
CRD# 109390
SEC# 801-66638
508-429-0975
01
Firm Overview
AUM
$44M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Investment Management
Wealth Management
04
Advisors at PRI FINANCIAL ADVISORS, INC.
2 registered advisors
Brian William Kelly
HOLLISTON, Massachusetts
CRD# 4377616
Bruce Woodman Hardy
HOLLISTON, Massachusetts
CRD# 1713101
05
Office Locations
HOLLISTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. PRI FINANCIAL ADVISORS, INC. (CRD# 109390) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.