Investment adviser · CRD 6080

AMERICAN RESEARCH & MANAGEMENT CO

Investment adviser filing (IA)

AMERICAN RESEARCH & MANAGEMENT COMPANY

MARION, MA, United States · Form ADV filed Mar 16, 2022

Regulatory AUM
$643M
Form ADV · Item 5.F
Client accounts
830
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals120$544,913,87384.8%
Individuals142$58,352,8269.1%
Charities13$39,265,7286.1%
Filing source

Form ADV 1607894 · Mar 16, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 16, 2022. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

145 FRONT STREET
MARION, MA, 02738, United States

CRD 6080

Filing source

Form ADV 1607894 · Mar 16, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.