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Robert James Bogart

IQVESTMENT, LLC·WOBURN, Massachusetts
Unclaimed Profile
12 GILL ST., WOBURN, MA 01801CRD# 5769217Firm CRD# 157514
01

About

Robert James Bogart is a registered financial advisor based in WOBURN, Massachusetts, affiliated with IQVESTMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
IQVESTMENT, LLC
IQVESTMENT, LLC
AUM
$2M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at IQVESTMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5769217
Firm CRD# 157514
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert James Bogart offer?
Robert James Bogart specializes in Investment Management. Contact their office in WOBURN, Massachusetts for a consultation.
What are Robert James Bogart's credentials?
Robert James Bogart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Bogart located?
Robert James Bogart is based in WOBURN, Massachusetts, working with IQVESTMENT, LLC. Their office serves clients in the WOBURN metropolitan area and surrounding communities.
How does Robert James Bogart charge for services?
Robert James Bogart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IQVESTMENT, LLC?
IQVESTMENT, LLC has approximately 7 employees and manages $2M 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)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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