Robert W. Colby Asset Management, Inc.

Robert W. Colby Asset Management, Inc. (CRD# 150498) is a financial advisory firm headquartered in , . They manage $10,372,000 in 69 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $150,319
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
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.

FL, NY, TX

Financial Advisors at Robert W. Colby Asset Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
William K. Anderson
CRD#: 4557524
New York, NY
93
Wealthminder
score

William Anderson (CRD# 4557524) is an Investment Advisor Representative working at Robert W. Colby Asset Management, Inc. in New York, NY and has over 16 years of experience in the finance industry.

2
Robert W. Colby
CRD#: 50452
New York, NY
93
Wealthminder
score

Robert Colby (CRD# 50452) is an Investment Advisor Representative working at Robert W. Colby Asset Management, Inc. in New York, NY and has over 8 years of experience in the finance industry.

3
Susan I. Stern
CRD#: 1188176
New York, NY
93
Wealthminder
score

Susan Stern (CRD# 1188176) is an Investment Advisor Representative working at Robert W. Colby Asset Management, Inc. in New York, NY and has over 26 years of experience in the finance industry.

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