New England Research & Management, Inc.

New England Research & Management, Inc. (CRD# 110739) is a financial advisory firm headquartered in Chicago, IL. They manage $209,223,514 in 333 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $628,299
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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, FL, IL, LA, MA, NH, NJ, TX

Financial Advisors at New England Research & Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marguerite M. Collins
CRD#: 1808101
53 West Jackson Blvd, 603, Chicago, IL 60604

Marguerite Collins (CRD# 1808101) is an Investment Advisor Representative working at New England Research & Management, Inc. in Chicago, IL and has over 32 years of experience in the finance industry.

2
Lee R. Forker
CRD#: 211245
185 Devonshire Street, Boston, MA 02110

Lee Forker (CRD# 211245) is an Investment Advisor Representative working at New England Research & Management, Inc. in Boston, MA and has over 31 years of experience in the finance industry.

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