Equity Fund Research, LLC
Equity Fund Research, LLC (CRD# 128818) is a financial advisory firm headquartered in , . They manage $33,757,274 in 34 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Equity Fund Research, LLC
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$992,861
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, TX
Financial Advisors at Equity Fund Research, LLC
1
Thurman Smith (CRD# 4756361) is an Investment Advisor Representative working at Equity Fund Research, LLC in Winchester, MA and has 1 year of experience in the finance industry.
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