$6.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
5 Employees
8 ADV. Clients
28 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos · Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Horizon glacier
- Established Date
- 02-20-1998
- Office Locations
- 3
Office Locations
215 Ridgedale AVE STE 104 Florham Park NJ
48 Wall St., Suite 1206 NEW York NY
-- LAS Vegas NV
About J.h. Darbie & Co., Inc.
J.h. Darbie & Co., Inc. is a NEW York-based RIA with 3 offices. The firm has been operating for 28 years. Managing $6.1M in total assets under management, with 3 advisory representatives. They custody assets with Axos and Charles Schwab & Company. Services offered include 529 Plans, Estate Planning, Financial Planning.
Team overview
51 AVG AGE
$2.0M AVG AUM / ADVISOR
$768.4K AVG AUM / CLIENT
9 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Fusion Harbor pathway Legacy ridge
Client Personas
Alpha
Custodian
Vertex Catalyst Insight eagle Catalyst Fusion legacy Zenith zenith Frontier focus Frontier Bridge peak Timber North wave
Investment Themes
Insight optima Capital
Investment Vehicles
Crest momentum Prime
Platform
Unison vertex
Services
Glacier Eagle Vertex Optima pioneer Meridian bridge Horizon
Technology
Frontier
Owner & Executives
R
ROBERT Y RABINOWITZ
President & CEO
- CRD
- #2821450
- Ownership
- 75% or more
(585) 354-8003
ember.vital@crestcapital.com
in linkedin.com/in/eagle-focus
E
ERIK JASON ANDERSON
Chief Compliance Officer
- CRD
- #2686661
- Ownership
- Less than 5%
(816) 284-7511
unison.vertex@catalystcapital.com
in linkedin.com/in/timber-vertex
C
Crest vertex
Peak element
- CRD
- #92871
- Ownership
- 14.0%
(892) 540-4093
eagle.radial@frontiercapital.com
in linkedin.com/in/harbor-crest
Showing 2 of 4 owners & executives
Unlock allContacts
J
JASON TROY ADAMS
Principal
- CRD
- #2137404
(892) 288-4541
eagle.vital@bridgecapital.com
in linkedin.com/in/insight-fusion
B
BARRY WAYNE BLANK
Chief Executive Officer
- CRD
- #23172
(888) 359-4075
bridge.momentum@capitalcapital.com
in linkedin.com/in/north-glacier
R
Radial alpha
Vertex pioneer
- CRD
- #83998
(304) 214-1030
beacon.foundation@pioneercapital.com
in linkedin.com/in/ember-prime
Showing 2 of 34 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,146,829 | -- |
| Total | $6,146,829 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,146,829
Equity - Exchange:
67.3% Public Funds:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,874,755,101 | 67.3% |
| Public Funds | $910,913,697 | 32.7% |
| Total | $2,785,668,798 | 100.0% |