Securities Management & Research, Inc.

Overview

Securities Management & Research, Inc. is a corporate advisory entity that has been SEC-registered since 1966. FINTRX classifies the firm as "unclassified" in its taxonomy and lists ownership as a combination of a domestic entity and individual ownership. The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor or a pension consultant. FINTRX also marks the adviser as not a multi-state adviser while simultaneously recording a broad physical footprint (see Locations). Public-facing information about the firm's specific advisory activities, client segments, fee schedules and firm affiliations is not provided in the dataset.

Assets & Accounts

Location & Offices