Netherby Advisors LLC

RIASEC Registered

Total AUM

$18.7M

Discretionary

$18.4M

98% of AUM

Avg account

$416K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 148827
Website: netherbydotcom.wordpress.com
Custodians: ALTRUIST FINANCIAL LLC, PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.18%
Individuals9.1%
Charitable Organizations1.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsSecurity Ratings / Pricing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Netherby Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm primarily serves individual and family clients and charges either a percentage of assets under management or fixed fees. Its advisory scope spans financial planning and discretionary portfolio management for individuals, small businesses and other business or institutional clients. The firm also lists pension consulting, publication of periodicals/newsletters, security pricing or ratings services, and educational seminars/workshops among its activities. Netherby does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator to outside managers.