Prudent Growth Investments LLC
Firm details
- Headquarters
- Natick, Massachusetts
- CRD number
- 337283
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.19%
- Individuals17.81%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Prudent Growth Investments LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm focuses on portfolio management for individuals, families and small businesses and charges clients fees based on a percentage of assets under management. Its stated business model centers on managing discretionary portfolios rather than acting as a capital allocator, pension consultant, or multi-state adviser. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities82%
- US Government Bonds11%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Thomas Terraccino
Managing Member And Chief Compliance OfficerCRD 5117514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Natick, MA
Middlesex
Location
Natick, MA
Headquartered in Natick, 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
- Middlesex
- Address
- 209 W Central St
- Time zone
- ET (UTC-5)
- Office locations
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