# AMERICAN RESEARCH & MANAGEMENT COMPANY

AMERICAN RESEARCH & MANAGEMENT COMPANY of MARION, MA is an SEC-registered investment adviser.

## Registration

- CRD: 6080
- Type: SEC-registered investment adviser
- SEC file number: 801-14979
- Location: 145 FRONT STREET, MARION, MA, 02738
- Phone: 508-748-1665
- Latest filing: 2022-03-16
- Regulatory AUM: $642.5M
- Discretionary AUM: $642.5M
- Clients: 8
- Accounts: 830

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MCINTIRE ANDREW FLETCHER | VICE PRESIDENT; VICE PRESIDENT- CHIEF COMPLIANCE OFFICER | — |
| STRAND ERIC HAAKON | PRESIDENT; VICE PRESIDENT | — |
| ARMS JONATHAN DAVENPORT | VICE PRESIDENT | — |
| PAULSEN CHARLES GARRETT | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/6080/brochure
- Similar advisers: https://search.stillhousedata.com/firm/6080/similar
- Related entities: https://search.stillhousedata.com/firm/6080/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/6080

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.