Pri Financial Advisors, Inc. (Holliston)

Name: Pri Financial Advisors, Inc.
Address: 479 Washington St., Suite 4, Holliston, MA, 01746 1828
Telephone: 508-429-0975

Pri Financial Advisors, Inc. is an adviser based in Holliston. It manages $44.41 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Louisiana, Massachusetts, and 3 other states.

Pri Financial Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pri Financial Advisors: assets under management

The assets under management (AUM) of Pri Financial Advisors, Inc. is $44.41 million. The firm's AUM has grown by 148% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43.16 million in discretionary accounts and $1.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pri Financial Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pri Financial Advisors, Inc.

Brian William Kelly has been acting as President since 1 Oct 1998. Bruce Woodman Hardy joined the executive team most recently as the President, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruce Woodman Hardy	President, chief compliance officer	1 Jun 1996	75% - 100%	1713101
Brian William Kelly	Director	1 Oct 1998	Other	4377616
Bruce Woodman Hardy	President, chief compliance officer	1 Dec 2002	Other	1713101
Inc. Principal Resource	Holding company	1 Dec 2002	75% - 100%	04-3319824

Based in Holliston

The principal office where Pri Financial Advisors, Inc. performs its advisory services is located at 479 Washington St., Suite 4, Holliston, MA 01746 1828, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-429-0975 or by fax 508-429-0940. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at priadvisors.com.