$109.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Tiaa · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-31-2012
- Office Locations
- 1
Office Locations
447 West Street Amherst MA
About Quabbin Advisors
Quabbin Advisors is an independent, fee-only firm providing financial planning and investment advice to individuals and small businesses. The firm is paid only by client fees, sells no products, and does not take commissions. Investment implementation is primarily through public funds and ETFs. The website highlights professional affiliations including CFP and NAPFA.
Team overview
-- AVG AGE
$109.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MEGAN AILEEN DONNELLY
Chief Compliance Officer, Founder, President
- CRD
- #3177570
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $109,766,450 | $520,220 |
| Total | $109,766,450 | $520,220 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing