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Robert Jay Holub (Alamo)


Robert Jay Holub is a related adviser based in Alamo. It manages $28.2 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Robert Jay Holub provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Robert Jay Holub: assets under management

The assets under management (AUM) of Robert Jay Holub is $28.2 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.9 million in discretionary accounts and $300 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $962.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $300 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robert Jay Holub for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alamo

The principal office where Robert Jay Holub performs its advisory services is located at 3201 Danville Blvd, Suite 100, Alamo, CA 94507, 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 925-820-3980 EXT. 128 or by fax 925-855-3650. The normal business hours are 6:30am to 5:00pm on Monday - Friday.


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