Rewbix
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 326608
- Registered since
- November 30, 2023
- Website
- www.rewbix.com
- Custodians
- INTERACTIVE BROKERS LLC, ALPACA SECURITIES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rewbix LLC is an independent registered investment adviser that began SEC registration in 2023. The firm focuses on portfolio management for individuals and small businesses and serves individual and family clients on a multi-state basis. Ownership is structured as a combination of a domestic entity and an individual. Fee arrangements include percentage-of-AUM, fixed fees, performance-based fees and other fee types. Rewbix does not describe itself as a capital allocator, is not positioned as a pension consultant, and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Williamson
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Williamson
- Address
- 9900 Spectrum Dr
- Time zone
- CT (UTC-6)
- Office locations
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