$171.4M Total AUM
$167.8M Disc. AUM
-- 3Y CAGR
3 Employees
77 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Radial quantum
- Established Date
- 09-11-2003
- Office Locations
- 1
Office Locations
1087 Main Street Holden MA
About Assabet Advisors, LLC
Assabet Advisors, LLC is a Holden, MA-based RIA providing portfolio management and financial planning. The firm emphasizes deep client discovery to align portfolios to goals and risk tolerance, and follows a disciplined, research-driven process grounded in diversification, risk management, and long-term positioning while avoiding speculative trends. Custody includes Fidelity/NFS and BNY Mellon.
Team overview
53 AVG AGE
$57.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
11.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Summit Pioneer Legacy peak Prime
Custodian
Prime focus North
Investment Themes
Matrix Optima
Investment Vehicles
Catalyst bridge Zenith fusion
Services
Pioneer Zenith beacon Radial glacier Delta
Technology
Focus
Owner & Executives
W
WAYNE MARTIN USHMAN
Investment Advisor, MANAGING DIRECTOR
- CRD
- #4686174
- Ownership
- 75% or more
(326) 470-4813
capital.meridian@signalcapital.com
in linkedin.com/in/delta-oak
R
ROBERT EDWARD JACOBSEN
Chief Compliance Officer, DIRECTOR
- CRD
- #6413252
- Ownership
- 25% but less than 50%
(464) 932-4968
pathway.eagle@beaconcapital.com
in linkedin.com/in/insight-element
Showing 2 of 2 owners & executives
Unlock allContacts
T
THOMAS MARTIN JACOBSEN
--
- CRD
- #8161053
(262) 395-4235
unison.oak@deltacapital.com
in linkedin.com/in/alpha-crest
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,800,594 | $780,468 |
| Non-Discretionary | $3,582,113 | $1,791,057 |
| Total | $171,382,707 | $789,782 |
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Separately Managed Accounts
Total SMA Asset: $171,382,707
Public Funds:
10.4% Cash:
30.0% U.S. Government/Agency:
12.2% Equity - Exchange:
16.0% Municipal Bonds:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $632,885,383 | 10.4% |
| Cash | $1,825,630,913 | 30.0% |
| U.S. Government/Agency | $742,423,238 | 12.2% |
| Equity - Exchange | $973,669,820 | 16.0% |
| Municipal Bonds | $1,910,827,022 | 31.4% |
| Total | $6,085,436,376 | 100.0% |