BH
BH

Bruce Woodman Hardy

29 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
544 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$917.8M

Fee Structure

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Location

24 Superior Drive, Suite 101, Natick, MA, 01760-1535

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bruce is the President of PRI Financial Publishing, Inc., which provides a newsletter subscription service, dedicating about 10% of his time to this activity. He is also President of Principal Resource, Inc., a holding company for PRI Financial Advisors, Inc.

Employment History
Current Registrations
Asset Strategy Advisors, LLC
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Pri Financial Advisors, INC.
October 1996 - October 2020 · 24 yrs
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Bruce Woodman Hardy - Financial Advisor | TrueAdvisor