Reby Advisors, LLC is a large advisory firm based in Danbury. It manages $411.16 million of regulatory assets for 1,586 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Connecticut, Florida, and 10 other states.
Reby Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for approximately 600 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Reby Advisors, LLC is $411.16 million. The firm's AUM has grown by 93% since the beginning of its operation, and $36 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Reby Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Robert John Reby is high net worth individuals with 161 clients and $285.09 million of assets under management. Among the 11 most similar advisory firms, Reby Advisors has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $409.16 million for 604 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Reby Advisors doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert John Reby has been acting as President since 1 Aug 1989. Robert J Reby & Company Inc. joined the executive team most recently as the Member.
The principal office where Reby Advisors, LLC performs its advisory services is located at 44 Old Ridgebury Road, Danbury, CT 06810, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203.790.4949 or by fax 203.743.3381. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at rebyadvisors.com.