Overview
Assets Under Management: $422 million
Headquarters: DANBURY, CT
High-Net-Worth Clients: 130
Average Client Assets: $2.1 million
Frequently Asked Questions
REBY ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126140), REBY ADVISORS, LLC is subject to fiduciary duty under federal law.
REBY ADVISORS, LLC is headquartered in DANBURY, CT.
REBY ADVISORS, LLC serves 130 high-net-worth clients according to their SEC filing dated November 08, 2018. View client details ↓
According to their SEC Form ADV, REBY ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
REBY ADVISORS, LLC manages $422 million in client assets according to their SEC filing dated November 08, 2018.
According to their SEC Form ADV, REBY ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.42%
Average Client Assets: $2.1 million
Total Client Accounts: 1,360
Discretionary Accounts: 1,360
Regulatory Filings
CRD Number: 126140
Filing ID: 1250475
Last Filing Date: 2018-11-08 10:59:00