Reber Russell Co (Denver)

Name: Reber Russell Co
Address: 1441 Wazee St, Denver, CO, 80202
Telephone: 303-299-9444

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.

Reber Russell: assets under management

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 firm manages $460.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.68 million each.

Fees & Commissions

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. 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.

Careers at Reber Russell Co

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Bryant Reber	President	1 Mar 1989	75% - 100%	1317126
Dana Marie Luter	Director of operations	1 Jan 1999	Other	2668480
Joseph Pate Reber	Chief compliance officer	1 Oct 2004	Other	2706209
Joseph Pate Reber	Chief compliance officer	1 Jan 2005	Other	2706209

Based in Denver

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.