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Building 2ASSABET ADVISORS, LLC

Map pinHOLDEN, MA
Phone(508) 351-9666
NotebookSEC #801-120592
Total AUM
$171.4M
Employees
3
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1087 MAIN STREET
HOLDEN
MA 01520
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(508) 351-9666

ReceiptFinancials

Total AUM
$171.4M
Accounts
217
Discretionary
$167.8M
Accounts
215
Non-Discretionary
$3.6M
Accounts
2

ContactClients

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Individual Clients
32
AUM
$14M
HNW Individual Clients
45
AUM
$146.8M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M
Charitable Organization Clients
1
AUM
$6.9M
Corporation or Business Clients
1
AUM
$67.2K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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