1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEW ENGLAND RESEARCH & MANAGEMENT, INC.

Map pinCHICAGO, IL
Phone312-212-1704
NotebookSEC #801-14380
Total AUM
$285.2M
Employees
4
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
53 WEST JACKSON BLVD
603
CHICAGO
IL 60604
United States
Operating Hours
7:00AM - 4:00PM
Monday - Friday
Phone
312-212-1704

ReceiptFinancials

Total AUM
$285.2M
Accounts
377
Discretionary
$284.3M
Accounts
376
Non-Discretionary
$825.8K
Accounts
1

ContactClients

View more in analytics →

Individual Clients
97
AUM
$30.4M
HNW Individual Clients
75
AUM
$247.6M
Pension/Profit Sharing Plan Clients
4
AUM
$7.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLAMANHNJTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account