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Lisa Ann Lafrance

BOGLE INVESTMENT MANAGEMENT L P·NEWTON LOWER FALLS, Massachusetts
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2310 WASHINGTON ST., NEWTON LOWER FALLS, MA 02462CRD# 2661472Firm CRD# 108849
01

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.

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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# 2661472
Firm CRD# 108849
No disclosures on file
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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Other advisors in NEWTON LOWER FALLS
Keith David Hartt — BOGLE INVESTMENT MANAGEMENT L PJohn Clifton Bogle Jr. — BOGLE INVESTMENT MANAGEMENT L PBritt Stephanie Bardinelli — BOGLE INVESTMENT MANAGEMENT L PChristopher N. Sabbey — BOGLE INVESTMENT MANAGEMENT L PErik Robert Marr — FIDUCIARY WEALTH PARTNERS, LLC
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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