Assabet Advisors, LLC
Assabet Advisors, LLC (CRD# 127795) is a financial advisory firm headquartered in Holden, MA. They manage $139,899,891 in 190 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management140MILLION
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Total Number of Accounts190ACCOUNTS
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Average Account Value$736,315
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NY
Financial Advisors at Assabet Advisors, LLC
1
Robert Jacobsen (CRD# 6413252) is an Investment Advisor Representative working at Assabet Advisors, LLC in Holden, MA and has over 9 years of experience in the finance industry.
2
Wayne Ushman (CRD# 4686174) is an Investment Advisor Representative working at Assabet Advisors, LLC in Holden, MA and has 1 year of experience in the finance industry.
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