Cabot Money Management Inc (Salem)

Name: Cabot Money Management Inc
Address: 216 Essex Street, Salem, MA, 01970
Telephone: 978-745-9233

Cabot Money Management Inc is a large advisory firm based in Salem. It manages $517 million of regulatory assets for 1,450 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Delaware, and 18 other states.

Cabot Money Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cabot Money Management: assets under management

The assets under management (AUM) of Cabot Money Management Inc is $517 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $517 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $356.55 thousand each.

Cabot Money Management has custody of $9 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cabot Money Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Salem

The principal office where Cabot Money Management Inc performs its advisory services is located at 216 Essex Street, Salem, MA 01970, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-745-9233 or by fax 978-744-3109. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.ecabot.com.

Cabot Money Management Inc (Salem)

Cabot Money Management: assets under management

Fees & Commissions

Based in Salem

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