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DECLARATION MANAGEMENT & RESEARCH LLC
DECLARATION MANAGEMENT & RESEARCH LLC
BOSTON, Massachusetts
·
4 registered advisors
·
CRD# 105930
SEC# 801-35030
617-375-1500
01
Firm Overview
AUM
$4.7B
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at DECLARATION MANAGEMENT & RESEARCH LLC
4 registered advisors
Carole R Parker
MCLEAN, Virginia
CRD# 1879495
Janis Lynn Largesse
BOSTON, Massachusetts
CRD# 5437676
Jean-Francois Michel Courville
BOSTON, Massachusetts
CRD# 5426503
William Peter Callan
MCLEAN, Virginia
CRD# 1918639
05
Office Locations
BOSTON, Massachusetts
2 advisors
MCLEAN, Virginia
2 advisors
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Data sourced from SEC Form ADV filings. DECLARATION MANAGEMENT & RESEARCH LLC (CRD# 105930) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.