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EQUITY FUND RESEARCH
781-729-6844
SEC #801-64817Total AUM
$41.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Monday - Friday
Phone
781-729-6844
Financials
Total AUM
$41.7M
Accounts
57Discretionary
$41.7M
Accounts
57Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.