ASSABET ADVISORS, LLC
Firm details
- Headquarters
- HOLDEN, Massachusetts
- CRD number
- 127795
- Registered since
- March 25, 2021
- Website
- www.assabetadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.67%
- Individuals8.19%
- Charitable Organizations4.02%
- Pension & Profit Sharing Plans2.07%
- Corporations / Businesses0.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Assabet Advisors, LLC is an SEC‑registered investment adviser organized as a limited liability company and registered in 2021. The firm is individually owned and focuses on fee‑based portfolio management for individuals, families and small businesses, with the capacity to manage portfolios for business or institutional clients as well. Its stated fee model is a percentage of assets under management. The adviser is not identified as an ESG investor, pension consultant, capital allocator or related adviser, and it does not operate as a multi‑state adviser under the available data. Advisory activity centers on discretionary portfolio management, with a small portion of assets held non‑discretionarily.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Cash & Cash Equivalents21%
- US Government Bonds15%
- Exchange Traded Equities3%
- State & Local Bonds1%
Owners & executives
1 of 1ROBERT JACOBSEN
Director and Chief Compliance OfficerCRD 6413252
Contacts
2 of 2THOMAS JACOBSEN
Associate DirectorCRD 8161053
WAYNE USHMAN
Owner and Managing DirectorCRD 4686174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOLDEN, MA
WORCESTER
Location
HOLDEN, MA
Headquartered in HOLDEN, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- WORCESTER
- Address
- 1087 Main St
- Time zone
- ET (UTC-5)
- Office locations
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