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Rezaee, S. Bob (Austin)


Rezaee, S. Bob is an investment adviser to an investment company based in Austin. It manages $6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013.

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Rezaee, S. Bob provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rezaee, S. Bob: assets under management

The assets under management (AUM) of Rezaee, S. Bob is $6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1599% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rezaee, S. Bob 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.

Based in Austin

The principal office where Rezaee, S. Bob performs its advisory services is located at 15212 Spillman Ranch Road, Austin, TX 78738, 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 (512)368-2700 or by fax (925) 397-3298. The normal business hours are 8:00 a.m. to 5:00 p.m. on Other. You can find more information about the New York firm at newmarkfunds.com.


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