Reber Russell Co is a large advisory firm based in Denver. It manages $460.74 million of regulatory assets for 275 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, and Texas.
Reber Russell provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Reber Russell Co is $460.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Reber Russell Co for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Bryant Reber has been acting as President since 1 Mar 1989. Joseph Pate Reber joined the executive team most recently as the Chief Compliance Officer.
The principal office where Reber Russell Co performs its advisory services is located at 1441 Wazee St, Denver, CO 80202, which is also the mailing address of the firm. An additional office of the firm is in Boulder, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-299-9444 or by fax 303-299-9207. The normal business hours are 8-5 mst on Monday - Friday. You can find more information about the New York firm at www.reberrussell.com.