Corby Capital Markets, Inc. is a large advisory firm based in Boston. It manages $25.5 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Massachusetts and New York.
Corby Capital Markets provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Corby Capital Markets, Inc. is $25.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Corby Capital Markets, Inc. for their services and products based on a percentage of assets under management. 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.
The principal office where Corby Capital Markets, Inc. performs its advisory services is located at 10 High St., Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-482-8780 or by fax 617-482-1411. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.corbycapital.com.