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Building 2QUABBIN ADVISORS

Map pinAMHERST, MA
Phone413-313-5037
NotebookSEC #801-136203
Total AUM
$109.8M
Employees
1
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
447 WEST ST
AMHERST
MA 01002
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
413-313-5037

ReceiptFinancials

Total AUM
$109.8M
Accounts
211
Discretionary
$0
Accounts
0
Non-Discretionary
$109.8M
Accounts
211

ContactClients

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Individual Clients
11
AUM
$5M
HNW Individual Clients
36
AUM
$104.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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