New England Research & Management, Inc.

RIASEC Registered

Total AUM

$337M

Discretionary

$336M

100% of AUM

Avg account

$826K

Accounts

408

Employees

4

Advisory reps

3

Firm details

Headquarters: Chicago, Illinois
CRD number: 110739
Registered since: February 16, 1979
Website: www.nerminc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.4%
Individuals7.65%
Pension & Profit Sharing Plans1.95%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

New England Research & Management, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1979. The firm provides fee-based portfolio management primarily for individual and family clients and small businesses, charging a mix of percentage-of-AUM and fixed fees. Its investment profile is equity-oriented, and advisory activity centers on discretionary portfolio management for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities80%
Cash & Cash Equivalents18%
Public Funds/Mutual Funds2%

Owners & executives

2 of 2

Marguerite Collins
President, CEOCRD 1808101
Sara Freer
Chief Communications OfficerCRD 8134848

Contacts

1 of 1

David Gosnell
Lead AnalystCRD 8134904

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: Cook
Address: 53 W Jackson Blvd
Time zone: CT (UTC-6)
Office locations

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