American Research & Management is an investment advisor in Marion with $642.53 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
132689952
SEC advisor number
801-14979
FINRA CRD number
6080
AUM ?
$642.53 mm
(as of 16 Mar 22)
Accounts
830
(as of 16 Mar 22)
Employees
8
(8 investment advisory or research)
Address
American Research & Management
145 FRONT STREET
MARION
MA 02738
145 FRONT STREET
MARION
MA 02738
Phone
508-748-1665
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21
13F-HR
Quarterly holdings report by institutional manager
16 Jul 21
13F-HR
Quarterly holdings report by institutional manager
6 Apr 21
13F-HR
Quarterly holdings report by institutional manager
28 Jan 21
13F-HR
Quarterly holdings report by institutional manager
29 Oct 20
13F-HR
Quarterly holdings report by institutional manager
28 Jul 20