AMERICAN RESEARCH & MANAGEMENT COMPANY
Legal name: AMERICAN RESEARCH & MANAGEMENT CO
CRD #6080 SEC #801-14979 MARION, MA 508-748-1665
SEC Registered
Total AUM
$642.5M
Discretionary
$642.5M
Employees
8
Clients
0
Accounts
830
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $642.5M | $642.5M | $0 | 8 | 0 |
| Mar 2021 | $565.1M | $565.1M | $0 | 9 | 0 |
| Feb 2021 | $565.1M | $565.1M | $0 | 9 | 0 |
| Jun 2020 | $476.4M | $476.4M | $0 | 8 | 0 |
| Feb 2020 | $476.4M | $476.4M | $0 | 8 | 0 |
| Mar 2019 | $399.3M | $399.3M | $0 | 8 | 0 |
| Mar 2018 | $425.1M | $425.1M | $0 | 7 | 0 |
| Feb 2018 | $425.1M | $425.1M | $0 | 7 | 0 |
| Feb 2017 | $383.1M | $383.1M | $0 | 7 | 200 |
| Feb 2016 | $330M | $330M | $0 | 7 | 200 |
| Jan 2015 | $344M | $344M | $0 | 7 | 200 |
| Feb 2014 | $337.3M | $337.3M | $0 | 7 | 200 |
| May 2013 | $300M | $300M | $0 | 7 | 200 |
| Mar 2013 | $300M | $300M | $0 | 7 | 200 |
| Mar 2012 | $295.6M | $171.3M | $124.3M | 6 | 200 |
| May 2011 | $304.2M | $160.9M | $143.3M | 10 | -- |
| Mar 2011 | $304.2M | $160.9M | $143.3M | 10 | -- |
| Feb 2011 | $304.2M | $160.9M | $143.3M | 10 | -- |
| Mar 2010 | $283.3M | $112M | $171.3M | 10 | -- |
| Jan 2008 | $374M | $109.1M | $264.9M | 10 | -- |
| Mar 2007 | $374M | $109.1M | $264.9M | 10 | -- |
| Mar 2006 | $313.2M | $56.3M | $256.9M | 10 | -- |
| Jan 2006 | $289.5M | $46.5M | $243M | 10 | -- |
| Sep 2005 | $289.5M | $46.5M | $243M | 10 | -- |
| Nov 2003 | $260.1M | $25.8M | $234.3M | 10 | -- |
| Jun 2001 | $248.3M | $1.5M | $246.8M | 10 | -- |
DateMar 2022
Total AUM$642.5M
Discretionary$642.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$565.1M
Discretionary$565.1M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$565.1M
Discretionary$565.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$476.4M
Discretionary$476.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$476.4M
Discretionary$476.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$425.1M
Discretionary$425.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$425.1M
Discretionary$425.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2017
Total AUM$383.1M
Discretionary$383.1M
Non-Disc.$0
Employees7
Clients200
DateFeb 2016
Total AUM$330M
Discretionary$330M
Non-Disc.$0
Employees7
Clients200
DateJan 2015
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees7
Clients200
DateFeb 2014
Total AUM$337.3M
Discretionary$337.3M
Non-Disc.$0
Employees7
Clients200
DateMay 2013
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees7
Clients200
DateMar 2012
Total AUM$295.6M
Discretionary$171.3M
Non-Disc.$124.3M
Employees6
Clients200
DateMay 2011
Total AUM$304.2M
Discretionary$160.9M
Non-Disc.$143.3M
Employees10
Clients--
DateMar 2011
Total AUM$304.2M
Discretionary$160.9M
Non-Disc.$143.3M
Employees10
Clients--
DateFeb 2011
Total AUM$304.2M
Discretionary$160.9M
Non-Disc.$143.3M
Employees10
Clients--
DateMar 2010
Total AUM$283.3M
Discretionary$112M
Non-Disc.$171.3M
Employees10
Clients--
DateJan 2008
Total AUM$374M
Discretionary$109.1M
Non-Disc.$264.9M
Employees10
Clients--
DateMar 2007
Total AUM$374M
Discretionary$109.1M
Non-Disc.$264.9M
Employees10
Clients--
DateMar 2006
Total AUM$313.2M
Discretionary$56.3M
Non-Disc.$256.9M
Employees10
Clients--
DateJan 2006
Total AUM$289.5M
Discretionary$46.5M
Non-Disc.$243M
Employees10
Clients--
DateSep 2005
Total AUM$289.5M
Discretionary$46.5M
Non-Disc.$243M
Employees10
Clients--
DateNov 2003
Total AUM$260.1M
Discretionary$25.8M
Non-Disc.$234.3M
Employees10
Clients--
DateJun 2001
Total AUM$248.3M
Discretionary$1.5M
Non-Disc.$246.8M
Employees10
Clients--