Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > chicago > NEW ENGLAND RESEARCH & MANAGEMENT, INC.
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
53 West Jackson Blvd
603
Chicago, Illinois 60604
Tel: 312-212-1704
About NEW ENGLAND RESEARCH & MANAGEMENT, INC.
NEW ENGLAND RESEARCH & MANAGEMENT, INC, formally registered with the SEC as NEW ENGLAND RESEARCH & MANAGEMENT, INC. The firm was established in 02/16/1979. They have over 1 offices throughout the country.
NEW ENGLAND RESEARCH & MANAGEMENT, INC. is a Chicago, Illinois based Financial Planning firm with nearly $264,496,202 assets under management, offering retirement planning & investment advisory services to 350 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110739 |
| SEC# | 801-14380 |
| Assets Managed by Firm | $264,496,202 |
| No. of Clients | 350 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 350 | $264,496,202 |
| Individuals (other than high net worth individuals) | 100 | $38,419,422 |
| High net worth individuals | 60 | $219,944,944 |
| Pension and profit sharing plans | 5 | $5,692,402 |
| Charitable organizations | Fewer than 5 clients | $439,434 |
More Retirement Planning firms in Chicago, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
Explore More Retirement Advisors in Chicago, Illinois