Falists
← Back to search

QUABBIN ADVISORS

QUABBIN ADVISORS, LLC

CRD 160019 · SEC 801-136203

Visit website

447 WEST ST, AMHERST, MA, 01002, United States

Phone

413-313-5037

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$109.8M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 12 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals11$5.0M
High net worth individuals36$104.7M

All web addresses on file

Official SEC filing: View on IAPD