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Assabet Advisors, Llc
Holden, Massachusetts
Assabet Advisors, LLC is a small investment advisory firm headquartered in Holden, MA, and operates a single office. With a total of two highly experienced employees, Assabet Advisors offers top-notch investment advisory services. Their expertise has enabled them to manage an average of approximately $63,080,000 in assets per investment advisor, aligning with the industry average.
As for their compensation structure, Assabet Advisors employs various methods, including a percentage of assets under management. While their asset portfolio comprises less than 30% from 401K and individual accounts, they possess the capability to effec...see more
Assets Under Mgmt
$126.16M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Assabet Advisors, Llc
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