Overview
Assets Under Management: $110 million
Headquarters: AMHERST, MA
High-Net-Worth Clients: 36
Average Client Assets: $2.9 million
Frequently Asked Questions
QUABBIN ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160019), QUABBIN ADVISORS is subject to fiduciary duty under federal law.
QUABBIN ADVISORS is headquartered in AMHERST, MA.
QUABBIN ADVISORS serves 36 high-net-worth clients according to their SEC filing dated April 06, 2026. View client details ↓
According to their SEC Form ADV, QUABBIN ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
QUABBIN ADVISORS manages $110 million in client assets according to their SEC filing dated April 06, 2026.
According to their SEC Form ADV, QUABBIN ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.42%
Average Client Assets: $2.9 million
Total Client Accounts: 211
Non-Discretionary Accounts: 211
Regulatory Filings
CRD Number: 160019
Filing ID: 2087593
Last Filing Date: 2026-04-06 12:52:30