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James Dolce

MATRIX CAPITAL MANAGEMENT COMPANY, LP·WALTHAM, Massachusetts
Unclaimed Profile
1000 WINTER STREET, WALTHAM, MA 02451CRD# 6028612Firm CRD# 160066
01

About

James Dolce is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with MATRIX CAPITAL MANAGEMENT COMPANY, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MATRIX CAPITAL MANAGEMENT COMPANY, LP
MATRIX CAPITAL MANAGEMENT COMPANY, LP
AUM
$12.1B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at MATRIX CAPITAL MANAGEMENT COMPANY, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6028612
Firm CRD# 160066
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Dolce offer?
James Dolce specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.
What are James Dolce's credentials?
James Dolce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Dolce located?
James Dolce is based in WALTHAM, Massachusetts, working with MATRIX CAPITAL MANAGEMENT COMPANY, LP. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does James Dolce charge for services?
James Dolce'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 MATRIX CAPITAL MANAGEMENT COMPANY, LP?
MATRIX CAPITAL MANAGEMENT COMPANY, LP has approximately 33 employees and manages $12.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MATRIX CAPITAL MANAGEMENT COMPANY, LP

Mark Steven Audet
WALTHAM, MA
Christopher David Johnson
WALTHAM, MA
David Espina Goel
WALTHAM, MA
Gregory Alan Brown
WALTHAM, MA
Jessica Anne Schmitz
WALTHAM, MA
Michael John Ferri
WALTHAM, MA

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Research
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