SPENCER BROOK ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- CONCORD, Massachusetts
- CRD number
- 129034
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.93%
- Other29.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Spencer Brook Asset Management, LLC is a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm operates without a specific classification and does not engage in capital allocation or pension consulting. Its fee structure is based on a percentage of assets under management, which aligns its interests with those of its clients. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1WILLIAM SPRING
Managing DirectorCRD 4784613
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CONCORD, MA
MIDDLESEX
Location
CONCORD, MA
Headquartered in CONCORD, 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
- MIDDLESEX
- Address
- 747 Main St
- Time zone
- ET (UTC-5)
- Office locations
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