Rembert Pendleton Jackson

RIASEC RegisteredEst. 2020

Total AUM

$2.7B

Discretionary

$1.4B

50% of AUM

Avg account

$507K

Accounts

5,377

Employees

Advisory reps

Firm details

Headquarters: Vienna, Virginia
CRD number: 306510
Registered since: January 2, 2020
Website: www.atlanticunionbank.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.26%
Individuals11.08%
Charitable Organizations3.54%
Corporations / Businesses0.12%
Pension & Profit Sharing Plans0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rembert Pendleton Jackson is an independent, SEC-registered investment adviser organized as a corporation that also serves as a capital allocator for its clients. The firm works with individual and family clients as well as institutional mandates, offering fee arrangements that include both percentage-of-AUM and fixed-fee engagements. Core services listed on the ADV include financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting, selection of other advisers, and educational seminars and workshops. The firm does not position itself as an active ESG investor. Rembert Pendleton Jackson was included on CNBC’s Top 100 Financial Advisory Firms list in 2019.