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
- HNWI90.4%
- Individuals7.65%
- Pension & Profit Sharing Plans1.95%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
New England Research & Management, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1979. Organized as a corporation and owned by an individual, the firm focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family investors, and it charges a mix of percentage-of-AUM and fixed fees. The firm does not position itself as an ESG investor and does not identify as a multi-state or pension consultant adviser.
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 Equities80%
- Cash & Cash Equivalents18%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth 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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