Philippe Robert Comby
Investment adviser representative at Connective Portfolio Management, LLC
3 yearsExperience
1 stateRegistered in
CFADesignation
$121.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
3 years in the industry.
- Connective Portfolio Management, LLCMar 2021 to now
- Connective Pm LLCJan 2015 to now
- Belpointe Asset Management, LLCDec 2016 to Jul 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Connective Portfolio Management, LLC
$121.3MAssets managed
14Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4348020
- Firm CRD
- 297755