Spencer Brook Asset Management, LLC
Spencer Brook Asset Management, LLC (CRD# 129034) is a financial advisory firm headquartered in Concord, MA. They manage $63,000,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Spencer Brook Asset Management, LLC
By the Numbers
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Total Assets Under Management63MILLION
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Total Number of Accounts19ACCOUNTS
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Average Account Value$3,315,789
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Spencer Brook Asset Management, LLC
1
William Spring (CRD# 4784613) is an Investment Advisor Representative working at Spencer Brook Asset Management, LLC in Concord, MA and has over 22 years of experience in the finance industry.
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