Unclaimed Profile

James M Moran

NORTH BRIDGE GROWTH MANAGEMENT COMPANY, LLC·WALTHAM, Massachusetts

Clean recordNORTH BRIDGE GROWTH MANAGEMENT COMPANY, LLC

950 WINTER STREET, WALTHAM, MA 02451CRD# 5811472Firm CRD# 161579

Profile Verification

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

Identity

James M Moran · WALTHAM, MA

Registration

CRD #5811472 · NORTH BRIDGE GROWTH MANAGEMENT COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James M Moran is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with NORTH BRIDGE GROWTH MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5811472

Firm CRD# 161579

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James M Moran offer?

James M Moran specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.

What are James M Moran's credentials?

James M Moran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James M Moran located?

James M Moran is based in WALTHAM, Massachusetts, working with NORTH BRIDGE GROWTH MANAGEMENT COMPANY, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does James M Moran charge for services?

James M Moran'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 NORTH BRIDGE GROWTH MANAGEMENT COMPANY, LLC?

NORTH BRIDGE GROWTH MANAGEMENT COMPANY, LLC has approximately 22 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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