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 a small, fee-based advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm’s client base is concentrated on individual and family investors and it charges clients a percentage of assets under management. Filings identify the firm as owner-operated (individual owner) and not registered as a multi-state adviser or pension consultant. The firm does not position itself as an ESG-focused allocator.
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 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
Similar firms
KAIZERMAN & ASSOCIATES, LLC
RIANATICK, MA
STRATEGIC WEALTH MANAGEMENT LLC
RIANATICK, MA
RHEECO, INC.
RIANATICK, MA
JULEX CAPITAL MANAGEMENT
RIANATICK, MA
NESTEGG FINANCIAL
RIAMiddleton, MA
GARCH CAPITAL LLC
RIAANDOVER, MA