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Home > Retirement Planners > massachusetts > holden > ASSABET ADVISORS, LLC
ASSABET ADVISORS, LLC
1087 Main Street
Holden, Massachusetts 01520
Tel: (508) 351-9666
About ASSABET ADVISORS, LLC
ASSABET ADVISORS, LLC, formally registered with the SEC as ASSABET ADVISORS, LLC. The firm was established in 03/25/2021. They have over 1 offices throughout the country.
ASSABET ADVISORS, LLC is a Holden, Massachusetts based Financial Planning firm with nearly $158,251,676 assets under management, offering retirement planning & investment advisory services to 196 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127795 |
| SEC# | 801-120592 |
| Assets Managed by Firm | $158,251,676 |
| No. of Clients | 196 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 196 | $158,251,676 |
| Individuals (other than high net worth individuals) | 24 | $11,691,087 |
| High net worth individuals | 32 | $137,601,882 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,185,055 |
| Charitable organizations | Fewer than 5 clients | $5,708,425 |
| Corporations or other businesses | Fewer than 5 clients | $65,227 |
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|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
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| $824,740,096,815 | 1965880 | 269 |
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