Assabet Advisors, LLC is an adviser based in Northborough. It manages $57.66 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2006.
Assabet Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and investment consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Assabet Advisors, LLC is $57.66 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Assabet Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Elizabeth Blakeslee Phelps has been acting as President since 1 Jul 2003. Wayne Martin Ushman joined the executive team most recently as the Managing Director / Chief Compliance Officer.
The principal office where Assabet Advisors, LLC performs its advisory services is located at 4 Smith Road, Northborough, MA 01532, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-351-9666 or by fax 508-351-9689. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.assabetadvisors.com.