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FABCO INVESTMENT ADVISORS, LLC
CRD 153020 · SEC 801-71493
79 OAK STREET, NEWTON UPPER FALLS, MA, 02464, United States
Phone
617-916-1644
Fax
617-231-0525
Registration
— (—)
Source
State registered
Total AUM
$109.1M
Discretionary AUM
$109.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; TAX PREPARATION FEES
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $43.0M |
| High net worth individuals | 35 | $66.1M |
Official SEC filing: View on IAPD