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Hurwit Robert H LLC (Avon)


Hurwit Robert H LLC is a large advisory firm based in Avon. It manages $37.18 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Hurwit Robert H 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.

Hurwit Robert H: assets under management

The assets under management (AUM) of Hurwit Robert H LLC is $37.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.07 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hurwit Robert H LLC for their services and products based on a percentage of assets under management and fixed fees. 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 Avon

The principal office where Hurwit Robert H LLC performs its advisory services is located at One Ivy Cove, Avon, CT 06001, 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 860-674-8889 or by fax 860-674-1677. The normal business hours are by appointment on Other.


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