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Robert J. Reby & Company Inc. (Danbury)


Robert J. Reby & Company Inc. is a large advisory firm based in Danbury. It manages $233.66 million of regulatory assets for 1,297 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut, Florida, New Hampshire, and 6 other states.

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Robert J. Reby & Company provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Robert J. Reby & Company: assets under management

The assets under management (AUM) of Robert J. Reby & Company Inc. is $233.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $233.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.15 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robert J. Reby & Company Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Danbury

The principal office where Robert J. Reby & Company Inc. performs its advisory services is located at 83 Wooster Heights, Danbury, CT 06810, which is also the mailing address of the firm. 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 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.robertreby.com.


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