NEW ENGLAND RESEARCH & MANAGEMENT, INC.
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
- HNWI86.83%
- Individuals10.68%
- Pension & Profit Sharing Plans2.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
New England Research & Management, Inc. is an SEC-registered investment adviser formed in 1979 and organized as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional investors, focusing its advisory work on portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-assets model supplemented by fixed fees. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents16%
- State & Local Bonds1%
Owners & executives
2 of 2Sara Freer
Chief Communications OfficerCRD 8134848
MARGUERITE COLLINS
President, CEOCRD 1808101
Contacts
1 of 1David Gosnell
Lead AnalystCRD 8134904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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