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Jean-Francois Michel Courville

DECLARATION MANAGEMENT & RESEARCH LLC·BOSTON, Massachusetts
Unclaimed Profile
101 HUNTINGTON AVENUE, BOSTON, MA 02199CRD# 5426503Firm CRD# 105930
01

About

Jean-Francois Michel Courville 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# 5426503
Firm CRD# 105930
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jean-Francois Michel Courville offer?
Jean-Francois Michel Courville specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jean-Francois Michel Courville's credentials?
Jean-Francois Michel Courville is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean-Francois Michel Courville located?
Jean-Francois Michel Courville 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 Jean-Francois Michel Courville charge for services?
Jean-Francois Michel Courville'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)
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CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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