Rewey Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rewey Asset Management provides discretionary investment advice and portfolio management to individuals (including high-net-worth clients), trusts, and estates, and also offers financial planning and retirement-account fiduciary services. Like many independent advisers, it delivers portfolio management for individuals and charges fees based on a percentage of assets under management.
The firm manages client portfolios primarily through allocations to individual equities and fixed-income instruments and employs tactical, strategic, and buy-and-hold approaches informed by fundamental, technical, cyclical, and quantitative analysis. All investment decisions are made in-house under discretionary authority, accounts are reviewed at least annually, and clients open custodial accounts with a major custodian (clients are instructed to open accounts at Fidelity).
What is distinctive about the firm is its relatively concentrated asset base — managing roughly $75.6 million across a small number of client accounts (about 25), which implies larger average account sizes and a client mix that includes trusts and high-net-worth relationships. The brochure also discloses a specialized Life Sciences Program that invests in early-stage and recently public life sciences companies and the practice of preparing written investment policy statements for foundations, endowments, guardianships, and nonprofits, features that are less common for firms of this size.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $1,000 to $40,000 per plan
1% annually, billed quarterly in advance
Financial planning hourly fees ranging from $150 to $400 per hour
Fee-only: 1% annually for portfolio management; financial planning fees charged hourly ($150-$400/hour) or fixed fee ($1,000-$40,000 per plan)
Main office
Spring Lake NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Rewey Asset Management · Rewey Investment Management · Rewey Investment Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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