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PUREFI WEALTH, LLC
PUREFI WEALTH, LLC
BOSTON, Massachusetts
·
2 registered advisors
·
CRD# 328459
SEC# 801-128976
0
(617) 488-9320
01
Firm Overview
AUM
$266M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PUREFI WEALTH, LLC
2 registered advisors
Charles B Corkery
BOSTON, Massachusetts
CRD# 6811705
Paul Michael Simons
BOSTON, Massachusetts
CRD# 1720329
05
Office Locations
BOSTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. PUREFI WEALTH, LLC (CRD# 328459) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.