Municrest Investment Management Company, LLC

Municrest Investment Management Company, LLC (CRD# 111631) is a financial advisory firm headquartered in North Andover, MA. They manage $363,013,304 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $60,502,217
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

Financial Advisors at Municrest Investment Management Company, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael F. Edwards
CRD#: 4546833
100 Andover Bypass Road, Suite 201, North Andover, MA 01845
96
Wealthminder
score

Michael Edwards (CRD# 4546833) is an Investment Advisor Representative working at Municrest Investment Management Company, LLC in North Andover, MA and has over 14 years of experience in the finance industry.

2
Joseph J. Trainor
CRD#: 3030875
100 Andover Bypass Road, Suite 201, North Andover, MA 01845
96
Wealthminder
score

Joseph Trainor (CRD# 3030875) is an Investment Advisor Representative working at Municrest Investment Management Company, LLC in North Andover, MA and has over 18 years of experience in the finance industry.

3
Jeffrey D. Slater
CRD#: 4399151
Cohasset, MA
90
Wealthminder
score

Jeffrey Slater (CRD# 4399151) is an Investment Advisor Representative working at Municrest Investment Management Company, LLC in Cohasset, MA and has 1 year of experience in the finance industry.

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