Spencer Brook Asset Management, LLC
Firm details
- Headquarters
- Concord, Massachusetts
- CRD number
- 129034
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.59%
- Other28.41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Spencer Brook Asset Management, LLC is an independent, owner-operated RIA organized as an LLC that provides portfolio management for individuals and small businesses. The firm serves individual and family clients on a fee basis calculated as a percentage of assets under management. It does not identify itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. SEC registration year is not provided in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1William Spring
Managing DirectorCRD 4784613
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord, MA
Middlesex
Location
Concord, MA
Headquartered in Concord, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 747 Main St
- Time zone
- ET (UTC-5)
- Office locations
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