Atwob

Atwob (CRD# 172961) is a financial advisory firm headquartered in , . They manage $14,700,000 in 78 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $188,462
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Atwob
Showing 1 - 1 of 1 top financial advisors.
1
Richard T. Rebori
CRD#: 4707220
Waccabuc, NY
96
Wealthminder
score

Richard Rebori (CRD# 4707220) is an Investment Advisor Representative working at Atwob in Waccabuc, NY and has over 14 years of experience in the finance industry.

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