S
$88.0M Total AUM
$63.0M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
22 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-24-2004
- Office Locations
- 1
Office Locations
747 Main Street, STE 213 Concord MA
About Spencer Brook Asset Management, LLC
Spencer Brook Asset Management, LLC is a Concord-based RIA. The firm has been operating for 22 years. Managing $88.0M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
-- AVG AGE
$88.0M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
W
WILLIAM CLAFLIN SPRING MR
Chief Executive Officer, Investment Advisor
- CRD
- #4784613
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,000,000 | -- |
| Non-Discretionary | $25,000,000 | -- |
| Total | $88,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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