PRI FINANCIAL ADVISORS, INC.
CRD #109390 SEC #801-66638 HOLLISTON, MA 508-429-0975
SEC Registered
Total AUM
$44.4M
Discretionary
$43.2M
Employees
1
Clients
--
Accounts
240
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $44.4M | $43.2M | $1.3M | 1 | 26 |
| Jan 2017 | $44.4M | $43.2M | $1.3M | 1 | 100 |
| Jan 2017 | $44.4M | $43.2M | $1.3M | 1 | 100 |
| Dec 2016 | $44.4M | $43.2M | $1.3M | 1 | 100 |
| Nov 2016 | $44.4M | $43.2M | $1.3M | 1 | 100 |
| Mar 2016 | $50.2M | $49M | $1.2M | 1 | 100 |
| Mar 2015 | $52.2M | $51M | $1.3M | 1 | 100 |
| Mar 2014 | $53.3M | $51.9M | $1.4M | 1 | 100 |
| Mar 2013 | $42.3M | $41.2M | $1.1M | 1 | 100 |
| Mar 2012 | $40M | $39.1M | $945K | 1 | 200 |
| Mar 2012 | $41.7M | $41.7M | $0 | 1 | 200 |
| Mar 2009 | $34.9M | $34.9M | $0 | 5 | -- |
| Mar 2008 | $51.8M | $51.8M | $0 | 5 | -- |
| Mar 2007 | $41.9M | $41.9M | $0 | 5 | -- |
| Mar 2006 | $34.6M | $34.6M | $0 | 5 | -- |
| Apr 2002 | $25.2M | $25.2M | $0 | 5 | -- |
| Oct 2001 | $26.7M | $26.7M | $0 | 5 | -- |
DateMar 2017
Total AUM$44.4M
Discretionary$43.2M
Non-Disc.$1.3M
Employees1
Clients26
DateJan 2017
Total AUM$44.4M
Discretionary$43.2M
Non-Disc.$1.3M
Employees1
Clients100
DateJan 2017
Total AUM$44.4M
Discretionary$43.2M
Non-Disc.$1.3M
Employees1
Clients100
DateDec 2016
Total AUM$44.4M
Discretionary$43.2M
Non-Disc.$1.3M
Employees1
Clients100
DateNov 2016
Total AUM$44.4M
Discretionary$43.2M
Non-Disc.$1.3M
Employees1
Clients100
DateMar 2016
Total AUM$50.2M
Discretionary$49M
Non-Disc.$1.2M
Employees1
Clients100
DateMar 2015
Total AUM$52.2M
Discretionary$51M
Non-Disc.$1.3M
Employees1
Clients100
DateMar 2014
Total AUM$53.3M
Discretionary$51.9M
Non-Disc.$1.4M
Employees1
Clients100
DateMar 2013
Total AUM$42.3M
Discretionary$41.2M
Non-Disc.$1.1M
Employees1
Clients100
DateMar 2012
Total AUM$40M
Discretionary$39.1M
Non-Disc.$945K
Employees1
Clients200
DateMar 2012
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2009
Total AUM$34.9M
Discretionary$34.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$51.8M
Discretionary$51.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees5
Clients--