American Research & Management Co

American Research & Management Co (CRD# 6080) is a financial advisory firm headquartered in Marion, MA. They manage $330,005,098 in 637 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    637
    ACCOUNTS
  • Average Account Value
    $518,061
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, MD, ME, MI, MT, NH, NJ, NM, NY, OH, PA, RI, TX, VA, VT, WA

Financial Advisors at American Research & Management Co
Showing 1 - 2 of 2 top financial advisors.
1
Andrew F. McIntire
CRD#: 1965888
145 Front Street, Marion, MA 02738
96
Wealthminder
score

Andrew McIntire (CRD# 1965888) is an Investment Advisor Representative working at American Research & Management Co in Marion, MA and has over 16 years of experience in the finance industry.

2
Eric H. Strand
CRD#: 2963186
145 Front Street, Marion, MA 02738
93
Wealthminder
score

Eric Strand (CRD# 2963186) is an Investment Advisor Representative working at American Research & Management Co in Marion, MA and has over 18 years of experience in the finance industry.

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