Equity Fund Research

Equity Fund Research (CRD# 128818) is a financial advisory firm headquartered in , . They manage $48,195,821 in 43 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $1,120,833
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
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.

MA, TX

Financial Advisors at Equity Fund Research
Showing 1 - 1 of 1 top financial advisors.
1
Thurman L. Smith
CRD#: 4756361
Winchester, MA
87
Wealthminder
score

Thurman Smith (CRD# 4756361) is an Investment Advisor Representative working at Equity Fund Research in Winchester, MA and has 1 year of experience in the finance industry.

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