Pri Financial Advisors, Inc.
Pri Financial Advisors, Inc. (CRD# 109390) is a financial advisory firm headquartered in Holliston, MA. They manage $50,182,734 in 266 accounts and serve the financial needs of clients across 15 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts266ACCOUNTS
Average Account Value$188,657
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, HI, IL, LA, MA, MN, NH, NJ, NY, OH, PA, TX
Bruce Hardy (CRD# 1713101) is an Investment Advisor Representative working at Pri Financial Advisors, Inc. in Holliston, MA and has over 23 years of experience in the finance industry.