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BOUNTIFUL INVESTMENT MANAGEMENT LLC
CRD 281437 · SEC 801-129843
225 NEWMAN AVE, SUITE 300, RUMFORD, RI, 02916, United States
Phone
401-305-2626
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.5M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsCOLLEGE COURSES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 551 | $132.7M |
| High net worth individuals | 9 | $27.9M |
States served
IL, IN, MA, NC, RI, SC, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD