Declaration Management & Research LLC

Declaration Management & Research LLC (CRD# 105930) is a financial advisory firm headquartered in Boston, MA. They manage $4,745,168,575 in 30 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,745
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $158,172,286
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, ND, NY, PA, VA

Financial Advisors at Declaration Management & Research LLC
No Advisor Found.
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