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- Custodian
- BNY Mellon · Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-22-2024
- Office Locations
- 1
Office Locations
About Eighty Rods Advisors
80 Rods Advisors LLC is a retail RIA in Larchmont, NY serving business owners and entrepreneurs with financial planning, estate and tax planning, insurance, and investment planning. The firm emphasizes asset allocation and active management, using mutual funds and ETFs alongside fixed income (including U.S. government/agency exposure). Reported custodial relationships include Charles Schwab and Fidelity/NFS, and it uses Wealthbox CRM.
Team overview
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Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT L CHAMBERS
Chief Compliance Officer, Owner
- CRD
- #4663735
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,354,359 | -- |
| Non-Discretionary | $4,464,829 | -- |
| Total | $14,819,188 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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