PUREFI WEALTH, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 328459). Regulatory assets under management: $326.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Paul Michael Simons | FOUNDER, CHIEF EXECUTIVE OFFICER; MANAGER | — |
| Charles Brady Corkery | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | — |
| SIMONS PAUL MICHAEL | FOUNDER, CHIEF EXECUTIVE OFFICER; MANAGER | — |
| GRAFTON JOHN GARRETT | CHIEF COMPLIANCE OFFICER | — |
| Corkery Charles B | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | — |
| CORKERY CHARLES BRADY | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |