BOUNTIFUL INVESTMENT MANAGEMENT LLC
CRD #281437 SEC #801-129843 RUMFORD, RI 401-305-2626
SEC Registered
Total AUM
$131.3M
Discretionary
$0
Employees
2
Clients
251
Accounts
956
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Rhode Island
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WELLS, JOSHUA, JON | I | MANAGING MEMBER | E | Control |
| WELLS, JOSHUA, JON | I | MANAGING MEMBER | E | Control |
| WELLS, JOSHUA, JON | I | MANAGING MEMBER | E | Control |
| REZENDES, MANUEL, RAPOSA | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| REZENDES, MANUEL, RAPOSA | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| REZENDES, MANUEL, RAPOSA | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Feb 5, 2025 REGISTERED
Notice Filings (9)
CT FL IL IN MA NC NH RI SC
Address
225 NEWMAN AVESUITE 303
RUMFORD, RI 02916
United States
Phone: 401-305-2626