Rembert Pendleton & Fox, Inc. is a large advisory firm based in Falls Church. It manages $529.06 million of regulatory assets for 2,429 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 27 other states.
Rembert Pendleton & Fox provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rembert Pendleton & Fox, Inc. is $529.06 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rembert Pendleton & Fox, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Mosby Rembert has been acting as President since 1 Dec 1989. Dwayne Anthony Jackson joined the executive team most recently as the Vice President.
The principal office where Rembert Pendleton & Fox, Inc. performs its advisory services is located at 7647 Leesburg Pike, Falls Church, VA 22043, which is also the mailing address of the firm. An additional office of the firm is in Leesburg, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-821-6655 or by fax 703-821-2928. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.rdfadvisors.com.