Atwob

Atwob (CRD# 172961) is a financial advisory firm headquartered in Katonah, NY. They manage $73,658,409 in 225 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

23 Parkway, 2nd Floor, Katonah, NY 10536

https://www.linkedin.com/company/point-b-planning-llc/

By the Numbers

Total Assets Under Management

74

MILLION
Total Number of Accounts

225

ACCOUNTS
Average Account Value

$327,371

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Atwob

Showing 1 - 2 of 2 top financial advisors.

Richard T. Rebori

CRD#: 4707220

23 Parkway, 2nd Floor, Katonah, NY 10536

Richard Rebori (CRD# 4707220) is an Investment Advisor Representative working at Atwob in Katonah, NY and has over 20 years of experience in the finance industry.

Michael Tom

CRD#: 2963123

23 Parkway, 2nd Floor, Katonah, NY 10536

Michael Tom (CRD# 2963123) is an Investment Advisor Representative working at Atwob in Katonah, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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