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SPENCER BROOK ASSET MANAGEMENT, LLC
CRD 129034
747 MAIN STREET, SUITE 213, CONCORD, MA, 01742, United States
Phone
617-828-7795
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$86.0M
Discretionary AUM
$61.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-11-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 16 | $61.0M |
Official SEC filing: View on IAPD