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).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $188,657
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, IL, LA, MA, MN, NH, NJ, NY, OH, PA, TX

Financial Advisors at Pri Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Bruce W. Hardy
CRD#: 1713101
479 Washington Street, Suite 4, Holliston, MA 01746
93
Wealthminder
score

Bruce Hardy (CRD# 1713101) is an Investment Advisor Representative working at Pri Financial Advisors, Inc. in Holliston, MA and has over 22 years of experience in the finance industry.

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