Robert W. Colby Asset Management, Inc.

RIASEC Registered

Total AUM

$4.6M

Discretionary

$4.6M

100% of AUM

Avg account

$132K

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 150498
Website: www.colbyassetmanagement.com
Custodians: FOLIO INVESTMENTS, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Subscription Fees
Client types: HNWI82%
Individuals18%
Services: Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Robert W. Colby Asset Management, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm’s advisory work centers on portfolio management for individuals and small businesses and it also publishes periodicals or newsletters, which aligns with its fee structure that includes both a percentage-of-AUM component and subscription fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.