RIA Intelligence

ASSABET ADVISORS, LLC

CRD #127795 SEC #801-120592 HOLDEN, MA (508) 351-9666
SEC Registered
Total AUM
$158.3M
Discretionary
$155.5M
Employees
2
Clients
--
Accounts
196

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
PHELPS, ELIZABETH, BLAKESLEEIDIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
PHELPS, ELIZABETH, BLAKESLEEIDIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
PHELPS, ELIZABETH, BLAKESLEEIDIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
PHELPS, ELIZABETH, BLAKESLEEIDIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
PHELPS, ELIZABETH, BLAKESLEEIDIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
USHMAN, WAYNE, MARTINIMANAGING DIRECTORE Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERC Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERC Control
JACOBSEN, ROBERT, EDWARDIDIRECTOR AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Nov 21, 2025 REGISTERED

Notice Filings (3)

MA NY TX

Address

1087 MAIN STREET
HOLDEN, MA 01520
United States
Phone: (508) 351-9666