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 independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owned by an individual and serves mainly individual and family clients, charging fees based on a percentage of assets under management. Its advisory remit covers discretionary portfolio management for individuals and small businesses as well as portfolio management for business or institutional clients. Assabet does not identify as an active ESG investor and is not classified as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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 1
Robert Jacobsen
Director and Chief Compliance OfficerCRD 6413252
Contacts
2 of 2
Wayne Ushman
Owner and Managing DirectorCRD 4686174
Thomas Jacobsen
Associate DirectorCRD 8161053
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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