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Building 2AMERICAN RESEARCH & MANAGEMENT CO

Map pinMARION, MA
Phone508-748-1665
NotebookSEC #801-14979
Total AUM
$642.5M
Employees
8
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 FRONT STREET
MARION
MA 02738
United States
Operating Hours
9:00A.M. TO 5:00 P.M.
Monday - Friday
Phone
508-748-1665

ReceiptFinancials

Total AUM
$642.5M
Accounts
830
Discretionary
$642.5M
Accounts
830
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
142
AUM
$58.4M
HNW Individual Clients
120
AUM
$544.9M
Charitable Organization Clients
13
AUM
$39.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
BOOKKEEPING

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMDMEMIMTNHNJNMNYPARITXVAVTWA

HandshakeAffiliates

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

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