Assabet Advisors, LLC
Assabet Advisors, LLC is an SEC-registered ria in Holden, MA with $171.4M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Assabet Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127795, SEC 801-120592, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $171.4M (2026-03-11)
- Firm type
- Ria
- Location
- Holden, MA
- Employees
- 3
- Clients
- 77
- CRD
- 127795
- Ownership
- USHMAN, WAYNE, MARTIN; JACOBSEN, ROBERT, EDWARD; PHELPS, ELIZABETH, BLAKESLEE
How much AUM does Assabet Advisors, LLC have?
Assabet Advisors, LLC reported $171.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Assabet Advisors, LLC?
Disclosed owners and executives of Assabet Advisors, LLC include USHMAN, WAYNE, MARTIN, JACOBSEN, ROBERT, EDWARD, PHELPS, ELIZABETH, BLAKESLEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.