ASSIST FP

ASSIST FP is an SEC-registered investment adviser (CRD 312108). Regulatory assets under management: $780K.

Registration

• CRD: 312108
• Type: Registered investment adviser
• Phone: (508) 452-2301
• Latest filing: 2026-03-30
• Regulatory AUM: $780K
• Discretionary AUM: $780K
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312108 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search