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ASSABET ADVISORS, LLC
ASSABET ADVISORS, LLC
HOLDEN, Massachusetts
·
2 registered advisors
·
CRD# 127795
SEC# 801-120592
0
(508) 351-9666
01
Firm Overview
AUM
$140M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ASSABET ADVISORS, LLC
2 registered advisors
Robert Edward Jacobsen
HOLDEN, Massachusetts
CRD# 6413252
Wayne Martin Ushman
HOLDEN, Massachusetts
CRD# 4686174
05
Office Locations
HOLDEN, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. ASSABET ADVISORS, LLC (CRD# 127795) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.