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John Clifton Bogle Jr.

BOGLE INVESTMENT MANAGEMENT L P·NEWTON LOWER FALLS, Massachusetts
Unclaimed Profile
2310 WASHINGTON ST., NEWTON LOWER FALLS, MA 02462-1449CRD# 2662428Firm CRD# 108849
01

About

John Clifton Bogle Jr. is a registered financial advisor based in NEWTON LOWER FALLS, Massachusetts, affiliated with BOGLE INVESTMENT MANAGEMENT L P. 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
BOGLE INVESTMENT MANAGEMENT L P
BOGLE INVESTMENT MANAGEMENT, L.P.
AUM
$2.5B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BOGLE INVESTMENT MANAGEMENT L P →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2662428
Firm CRD# 108849
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Clifton Bogle Jr. offer?
John Clifton Bogle Jr. specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWTON LOWER FALLS, Massachusetts for a consultation.
What are John Clifton Bogle Jr.'s credentials?
John Clifton Bogle Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Clifton Bogle Jr. located?
John Clifton Bogle Jr. is based in NEWTON LOWER FALLS, Massachusetts, working with BOGLE INVESTMENT MANAGEMENT L P. Their office serves clients in the NEWTON LOWER FALLS metropolitan area and surrounding communities.
How does John Clifton Bogle Jr. charge for services?
John Clifton Bogle Jr.'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 BOGLE INVESTMENT MANAGEMENT L P?
BOGLE INVESTMENT MANAGEMENT L P has approximately 12 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEWTON LOWER FALLS
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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