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 wealth management firm that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm offers a mix of financial planning and discretionary portfolio management, plus services for businesses and pension consulting. It also provides manager selection and educational workshops. Compensation is a combination of a percentage-of-assets model and fixed fees. The firm was recognized on CNBC’s Top 100 Financial Advisory Firms list in 2019.