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Jane Ellen Bolger

EAST COAST ASSET MANAGEMENT, LLC·ESSEX, Massachusetts
Clean recordEAST COAST ASSET MANAGEMENT, LLC
16 MARTIN STREET, ESSEX, MA 01929CRD# 7091515Firm CRD# 147910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jane Ellen Bolger · ESSEX, MA
Registration
CRD #7091515 · EAST COAST ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jane Ellen Bolger is a registered financial advisor based in ESSEX, Massachusetts, affiliated with EAST COAST ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EAST COAST ASSET MANAGEMENT, LLC
EAST COAST ASSET MANAGEMENT, LLC
AUM
$616M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at EAST COAST ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7091515
Firm CRD# 147910
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jane Ellen Bolger offer?
Jane Ellen Bolger specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ESSEX, Massachusetts for a consultation.
What are Jane Ellen Bolger's credentials?
Jane Ellen Bolger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jane Ellen Bolger located?
Jane Ellen Bolger is based in ESSEX, Massachusetts, working with EAST COAST ASSET MANAGEMENT, LLC. Their office serves clients in the ESSEX metropolitan area and surrounding communities.
How does Jane Ellen Bolger charge for services?
Jane Ellen Bolger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAST COAST ASSET MANAGEMENT, LLC?
EAST COAST ASSET MANAGEMENT, LLC has approximately 8 employees and manages $616M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EAST COAST ASSET MANAGEMENT, LLC

Benjamin Steven Favazza
ESSEX, MA
Christopher Matthew Begg
ESSEX, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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