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

1087 Main Street, Holden, MA 01520

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By the Numbers

Total Assets Under Management

140

MILLION
Total Number of Accounts

190

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Robert E. Jacobsen

CRD#: 6413252

1087 Main Street, Holden, MA 01520

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.

Wayne M. Ushman

CRD#: 4686174

1087 Main Street, Holden, MA 01520

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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