Equity Fund Research is a large advisory firm based in Malden. It manages $30.5 million of regulatory assets for 71 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.
Equity Fund Research provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Equity Fund Research is $30.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Equity Fund Research for their services and products based on a percentage of assets under management and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Equity Fund Research performs its advisory services is located at 194 Summer Street, Malden, MA 02148 The mailing address of the firm is P.O. Box 76, Boston, MA 02117. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-397-6844 or by fax 781-321-5941. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.equityfundoutlook.com.