Wayne
Ushman
Assabet Advisors, LLC
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About this Advisor
Wayne Ushman is a financial advisor based in Holden, Massachusetts, working with Assabet Advisors, LLC. Wayne has previously held a position at Assabet Advisors, LLC and is registered to provide services in Massachusetts. Currently, Wayne is part of Assabet Advisors, LLC, which operates out of Holden, Massachusetts. The firm has 2 employees and manages assets totaling $139.9 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Assabet Advisors, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Assabet Advisors, LLC Brokerage Details
$139,899,891
2
190
$736,315
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Wayne Ushman Work History
Assabet Advisors, LLC
Disclosures
Please visit the SEC profile of Wayne Ushman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Assabet Advisors, LLC
Holden, MA
Holden, MA
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