BOUNTY MANAGEMENT CORP
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 105732
- Website
- www.bountymanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.02%
- Individuals7.07%
- Charitable Organizations1.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bounty Management Corp is an independent registered investment advisor operating under individual ownership and serving both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Investment activity centers on equities: the firm shows a clear preference for exchange-traded securities as the primary building blocks of client portfolios, supplemented by mutual funds and allocations to third‑party hedge funds for alternative exposure. Bounty Management Corp is not positioned as an active ESG investor and does not report multi‑state adviser registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds33%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Contacts
3 of 3PAMELA VARRIALE
Director and TreasurerCRD 2232148
BARBARA LEONAGGEO
Board of DirectorsCRD 4336066
RAYMOND BLIGH
OwnerCRD 4336038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 10 High St
- Time zone
- ET (UTC-5)
- Office locations
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