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BOUNTIFUL INVESTMENT MANAGEMENT LLC

RUMFORD, RI · CRD 281437 · IAPD ↗ · bountifulim.com · 401-305-2626

$160.5MRegulatory AUM
3Advisory reps
3Employees
5Clients
51-100Planning clients
0Private funds
9States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — BOUNTIFUL INVESTMENT MANAGEMENT LLC (RUMFORD, RI) is newly SEC-registered with $106.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.