EQUITY RESOURCE INVESTMENTS, LLC

1280 Massachusetts Ave
Ste 4
Cambridge, Massachusetts 02138
Tel: 617-876-4800

About EQUITY RESOURCE INVESTMENTS, LLC

EQUITY RESOURCE INVESTMENTS, LLC, formally registered with the SEC as EQUITY RESOURCE INVESTMENTS, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

EQUITY RESOURCE INVESTMENTS, LLC is a Cambridge, Massachusetts based Financial Planning firm with nearly $1,225,193,956 assets under management, offering retirement planning & investment advisory services to 79 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161186
SEC#	801-74326
Assets Managed by Firm	$1,225,193,956
No. of Clients	79
No. of Advisors	20

Fee Structure

Performance Based
Other (A PERCENTAGE OF INVESTED CAPITAL)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	79	$1,225,193,956

More Retirement Planning firms in Cambridge, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Cambridge, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.