Overview
Assets Under Management: $425 million
Headquarters: MARION, MA
High-Net-Worth Clients: 19
Average Client Assets: $11.6 million
Frequently Asked Questions
AMERICAN RESEARCH & MANAGEMENT CO is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #6080), AMERICAN RESEARCH & MANAGEMENT CO is subject to fiduciary duty under federal law.
AMERICAN RESEARCH & MANAGEMENT CO is headquartered in MARION, MA.
AMERICAN RESEARCH & MANAGEMENT CO serves 19 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, AMERICAN RESEARCH & MANAGEMENT CO offers portfolio management for individuals. View all service details ↓
AMERICAN RESEARCH & MANAGEMENT CO manages $425 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, AMERICAN RESEARCH & MANAGEMENT CO serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.05%
Average Client Assets: $11.6 million
Total Client Accounts: 669
Discretionary Accounts: 669
Regulatory Filings
CRD Number: 6080
Filing ID: 1199887
Last Filing Date: 2018-03-29 16:26:00