Robert W. Colby Asset Management, Inc.
Robert W. Colby Asset Management, Inc. (CRD# 150498) is a financial advisory firm headquartered in New York, NY. They manage $4,984,302 in 34 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Robert W. Colby Asset Management, Inc.
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$146,597
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY, TX
Financial Advisors at Robert W. Colby Asset Management, Inc.
1
William Anderson (CRD# 4557524) is an Investment Advisor Representative working at Robert W. Colby Asset Management, Inc. in New York, NY and has over 22 years of experience in the finance industry.
2
Robert Colby (CRD# 50452) is an Investment Advisor Representative working at Robert W. Colby Asset Management, Inc. in New York, NY and has over 14 years of experience in the finance industry.
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