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Jane Moran White

GRANAHAN INVESTMENT MANAGEMENT LLC·WALTHAM, Massachusetts
Unclaimed Profile
404 WYMAN STREET, SUITE 460, WALTHAM, MA 02451CRD# 4338047Firm CRD# 107745
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About

Jane Moran White is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with GRANAHAN INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
GRANAHAN INVESTMENT MANAGEMENT LLC
GRANAHAN INVESTMENT MANAGEMENT LLC
AUM
$3.1B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at GRANAHAN INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4338047
Firm CRD# 107745
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jane Moran White offer?
Jane Moran White specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Jane Moran White's credentials?
Jane Moran White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jane Moran White located?
Jane Moran White is based in WALTHAM, Massachusetts, working with GRANAHAN INVESTMENT MANAGEMENT LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Jane Moran White charge for services?
Jane Moran White'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 GRANAHAN INVESTMENT MANAGEMENT LLC?
GRANAHAN INVESTMENT MANAGEMENT LLC has approximately 20 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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