Overview
Assets Under Management: $158 million
Headquarters: HOLDEN, MA
High-Net-Worth Clients: 32
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 196
Discretionary Accounts: 194
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 127795
Last Filing Date: 2025-02-18 00:00:00
Website: https://assabetadvisors.com