Unclaimed Profile

Lisa Ann Lafrance

BOGLE INVESTMENT MANAGEMENT L P·NEWTON LOWER FALLS, Massachusetts

Clean recordBOGLE INVESTMENT MANAGEMENT L P

2310 WASHINGTON ST., NEWTON LOWER FALLS, MA 02462CRD# 2661472Firm CRD# 108849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Ann Lafrance · NEWTON LOWER FALLS, MA

Registration

CRD #2661472 · BOGLE INVESTMENT MANAGEMENT L P

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Ann Lafrance 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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BOGLE INVESTMENT MANAGEMENT L P

BOGLE INVESTMENT MANAGEMENT, L.P.

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BOGLE INVESTMENT MANAGEMENT L P →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2661472

Firm CRD# 108849

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Ann Lafrance offer?

Lisa Ann Lafrance specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWTON LOWER FALLS, Massachusetts for a consultation.

What are Lisa Ann Lafrance's credentials?

Lisa Ann Lafrance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Ann Lafrance located?

Lisa Ann Lafrance 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 Lisa Ann Lafrance charge for services?

Lisa Ann Lafrance'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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