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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.