BOUNTY MANAGEMENT CORP

RIASEC Registered
Total AUM
$89.5M
Discretionary
$89.5M
100% of AUM
Avg account
$905K
Accounts
99
Employees
3
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
105732
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 33%, US Government Bonds 4%, Cash & Cash Equivalents 4%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds33%
  • US Government Bonds4%
  • Cash & Cash Equivalents4%

Contacts

3 of 3
  • PAMELA VARRIALE

    Director and TreasurerCRD 2232148

  • BARBARA LEONAGGEO

    Board of DirectorsCRD 4336066

  • RAYMOND BLIGH

    OwnerCRD 4336038

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth