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Janis Lynn Largesse

DECLARATION MANAGEMENT & RESEARCH LLC·BOSTON, Massachusetts
Unclaimed Profile
101 HUNTINGTON AVENUE, BOSTON, MA 02199CRD# 5437676Firm CRD# 105930
01

About

Janis Lynn Largesse is a registered financial advisor based in BOSTON, Massachusetts, affiliated with DECLARATION MANAGEMENT & RESEARCH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
DECLARATION MANAGEMENT & RESEARCH LLC
DECLARATION MANAGEMENT & RESEARCH LLC
AUM
$4.7B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DECLARATION MANAGEMENT & RESEARCH LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5437676
Firm CRD# 105930
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Janis Lynn Largesse offer?
Janis Lynn Largesse specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Janis Lynn Largesse's credentials?
Janis Lynn Largesse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janis Lynn Largesse located?
Janis Lynn Largesse is based in BOSTON, Massachusetts, working with DECLARATION MANAGEMENT & RESEARCH LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Janis Lynn Largesse charge for services?
Janis Lynn Largesse's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DECLARATION MANAGEMENT & RESEARCH LLC?
DECLARATION MANAGEMENT & RESEARCH LLC has approximately 3 employees and manages $4.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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