New England Research & Management, Inc.
New England Research & Management, Inc. is an SEC-registered wealth manager in Chicago, IL with $285.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns New England Research & Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110739, SEC 801-14380, data through 2025-12-12.
- AUM (assets under management / regulatory AUM)
- $285.2M (2025-12-12)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 4
- Clients
- 176
- CRD
- 110739
- Ownership
- COLLINS, MARGUERITE, MARY; FORKER, LEE, ROBINSON; MCMULLEN, MARGUERITE, MARY
How much AUM does New England Research & Management, Inc. have?
New England Research & Management, Inc. reported $285.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-12).
Who owns New England Research & Management, Inc.?
Disclosed owners and executives of New England Research & Management, Inc. include COLLINS, MARGUERITE, MARY, FORKER, LEE, ROBINSON, MCMULLEN, MARGUERITE, MARY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.