← Back to searchVisit website
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
CRD 110739 · SEC 801-14380
53 WEST JACKSON BLVD, 603, CHICAGO, IL, 60604, United States
Phone
312-212-1704
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$285.2M
Discretionary AUM
$284.3M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-12-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $30.4M |
| High net worth individuals | 75 | $247.6M |
| Pension/profit sharing plans | 4 | $7.1M |
States served
IL, LA, MA, NJ, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD