Bountiful Investment Management LLC
Bountiful Investment Management LLC (CRD# 281437) is a financial advisory firm headquartered in Rumford, RI. They manage $106,067,481 in 638 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Bountiful Investment Management LLC
By the Numbers
-
Total Assets Under Management106MILLION
-
Total Number of Accounts638ACCOUNTS
-
Average Account Value$166,250
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, IL, IN, MA, NC, NH, RI, SC
Financial Advisors at Bountiful Investment Management LLC
1
Manuel Rezendes (CRD# 4617575) is an Investment Advisor Representative working at Bountiful Investment Management LLC in Rumford, RI and has over 21 years of experience in the finance industry.
2
Joshua Wells (CRD# 4498004) is an Investment Advisor Representative working at Bountiful Investment Management LLC in Rumford, RI and has over 18 years of experience in the finance industry.
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