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- Custodian
- Charles Schwab & Company · Fidelity/NFS · State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-20-2004
- Office Locations
- 1
Office Locations
About Equity Fund Research, LLC
Equity Fund Research, LLC provides separately managed investment management for individuals, trusts, and retirement plans, with a focus on growth mutual funds. Portfolios are built using its proprietary Investment Skill Quotient (ISQ) dynamic reward/risk analysis to rate managers and funds, with risk ceilings set by the client. The firm’s long-running Equity Fund Outlook newsletter was audited by Hulbert Financial Digest and ranked #1 among fund newsletters through Oct 2008. Custody at Schwab.
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Owner & Executives
THURMAN LEONARD SMITH
Chief Compliance Officer, Owner, Principal
- CRD
- #4756361
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2 | $731,445 |
| Non-Discretionary | $0 | -- |
| Total | $2 | $731,445 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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