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ASSABET ADVISORS, LLC

CRD 127795 · SEC 801-120592

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1087 MAIN STREET, HOLDEN, MA, 01520, United States

Phone

(508) 351-9666

Fax

(508) 351-9689

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$171.4M

Discretionary AUM

$167.8M

Team

3 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals32$14.0M
High net worth individuals45$146.8M

States served

MA, NY

All web addresses on file

Official SEC filing: View on IAPD