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| Keyboard |
| Bountiful Investment Management LLC
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|---|---|
| CRD # | 281437 |
| SEC # | 801-129843 |
| CIK # | |
| AUM | 160.5 M (2026-03-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 401-305-2626 |
| Address | 225 Newman Ave Rumford, RI 02916 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 551 | 132.7 |
| (b) Individuals (high net worth individuals) | 9 | 27.9 |
| (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 | 1,080 | 160.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,080 | 160.5 |
| Total | 1,080 | 160.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.5 | |
| Total | 1,080 | 160.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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Pittsburgh Financial Planners Inc
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|
Kelly Wealth Management Inc
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|
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Pendleton Financial LLC
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NC | 160.0 M |
|
Spectrum Advisors Inc
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TX | 160.0 M |
|
Blue Water Capital Management LLC
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NC | 159.8 M |
|
Retirement Solutions Group Inc
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TN | 159.6 M |