New England Research & Management, Inc.

New England Research & Management, Inc. (CRD# 110739) is a financial advisory firm headquartered in Chicago, IL. They manage $261,584,983 in 371 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
53 West Jackson Blvd, 603, Chicago, IL 60604
http://www.nerminc.com
By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    371
    ACCOUNTS
  • Average Account Value
    $705,081
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, NH

Financial Advisors at New England Research & Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marguerite Collins, financial advisor Chicago IL
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 35 years of experience in the finance industry.

2
Lee Forker, financial advisor Boston MA
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 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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