Bounty Management Corp (Boston)

Name: Bounty Management Corp
Address: 10 High Street, Boston, MA, 02110 1666
Telephone: 617-357-8285

Bounty Management Corp is an adviser based in Boston. It manages $47.1 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2001.

Bounty Management Corp provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bounty Management Corp: assets under management

The assets under management (AUM) of Bounty Management Corp is $47.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $428.16 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bounty Management Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bounty Management Corp

Raymond Newman Bligh has been acting as President since 1 Apr 2012. Michael Thomas Smoragiewicz joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Raymond Newman Bligh	President and treasurer	1 Jan 1971	75% - 100%	2665947
Barbara Bligh Leonaggeo	Director and clerk	1 Apr 1982	Other	4336066
Pamela Austin Varriale	Vice president and secretary	1 Nov 1990	Other	2232148
Raymond Wheaton Bligh	Director	1 Jun 1999	Other	4336038
Austin Wheaton Bligh	Director	1 Jun 1999	Other	2199430
Pamela Austin Varriale	President and chief compliance officer	1 Apr 2008	Other	2232148
Raymond Newman Bligh	Chairman and treasurer	1 Apr 2008	50% - 75%	2665947
Barbara Bligh Leonaggeo	Director and secretary	1 Apr 2008	Other	4336066
Raymond Wheaton Bligh	Director and clerk	1 Apr 2008	Other	4336038
Raymond Wheaton Bligh	Principal/director/clerk	1 Aug 2008	25% - 50%	4336038
Michael Thomas Smoragiewicz	Assistant vice president	1 Apr 2011	Other	5915558
Pamela Austin Varriale	Treasurer and secretary	1 Apr 2012	Other	2232148
Raymond Newman Bligh	Director	1 Apr 2012	25% - 50%	2665947
Barbara Bligh Leonaggeo	Director and clerk	1 Apr 2012	Other	4336066
Raymond Wheaton Bligh	President and chief compliance officer	1 Apr 2012	50% - 75%	4336038
Michael Thomas Smoragiewicz	Vice president	1 Jul 2015	Other	5915558

Based in Boston

The principal office where Bounty Management Corp performs its advisory services is located at 10 High Street, Boston, MA 02110 1666, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-357-8285 or by fax 617-451-9064. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bountymanagement.com.