Invested Better
Unclaimed

Unclaimed

Unclaimed

Chris Matthew Rebich

Toro West Capital Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chris? Claim Your Profile

About Chris Matthew Rebich

Chris Rebich is an Investment Advisor Representative at Toro West Capital Advisors. Chris has been in the industry for over 20 years and has a deep understanding of the financial markets. Chris is passionate about helping individuals and families achieve their financial goals. Chris is a registered Investment Advisor Representative in Colorado. Chris holds Series 63, 65, 66 and 7 licenses. Chris previously worked at Crestone Securities LLC and Aveo Capital Partners, LLC. Chris's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisers. Chris has a strong commitment to providing personalized service to each of his clients.

Firm Information

Chris Rebich is currently registered with Toro West Capital Advisors. Toro West Capital Advisors is a registered investment advisor based in Louisville, Colorado. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers to clients including high-net-worth individuals and individuals other than high-net-worth. As of 2023, the firm manages over $197.5 million in assets.
Toro West Capital Advisors

357 MCCASLIN BLVD., SUITE 200

LOUISVILLE, CO 80027

$197.55M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chris Rebich’s Registration & Firm History

CO

07/09/2024 - Present

Toro West Capital Advisors (LOUISVILLE CO)

CO

02/16/2001 - 11/21/2005

CRESTONE SECURITIES LLC (BOULDER CO)

Not sure if Chris Matthew Rebich is right for you?

Licenses & Designations

IA

Issued 03/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris Matthew Rebich.
Not sure if Chris Matthew Rebich is right for you?