AdvisorOS Directory
Claim Profile
JM

James M Moran

NORTH BRIDGE GROWTH MANAGEMENT COMPANY, LLC·WALTHAM, Massachusetts
Unclaimed Profile
950 WINTER STREET, WALTHAM, MA 02451CRD# 5811472Firm CRD# 161579
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
AUM
$1.5B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5811472
Firm CRD# 161579
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALTHAM?

Browse all registered financial advisors in WALTHAM, Massachusetts or claim this profile if it's yours.

Browse WALTHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WALTHAM
Andrea C (carroll) Haney — OLD IRONSIDES ENERGY, LLCDimitris Nmn Bertsimas — ROBUST DYNAMICS LPChristopher Darnell — ROBUST DYNAMICS LPAnja Saloranta — BALLENTINE PARTNERS, LLCSean Patrick O'neill — OLD IRONSIDES ENERGY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile