|
⚲
|
| Bountiful Investment Management LLC
✚
| |
|---|---|
| CRD # | 281437 |
| SEC # | 801-129843 |
| CIK # | |
| AUM | $106.1 MM (2024-03-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 401-305-2626 |
| Address | 225 Newman Ave Rumford, RI 02916 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 447 | 80.1 |
| (b) Individuals (high net worth individuals) | 14 | 26.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 638 | 106.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 638 | 106.1 |
| Total | 638 | 106.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.1 | |
| Total | 638 | 106.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Regal Advisory Services Inc
✚
|
IL | 0.1 |
|
ACTS Financial Advisors LLC
✚
|
VA | 0.1 |
|
Portfolio Resources Advisor Group Inc
✚
|
FL | 0.1 |
|
St John & Associates Inc
✚
|
GA | 0.1 |
|
RBF Capital Management Inc
✚
|
FL | 0.1 |
|
Atlas Financial Advisors Inc
✚
|
CA | 0.1 |
|
Grant Private Wealth Management Inc
✚
|
CA | 0.1 |
|
Networth Asset Management Inc
✚
|
FL | 0.1 |
|
Peterson Financial Services LLC
✚
|
CO | 0.1 |
|
44 North Capital LLC
✚
|
VT | 0.1 |