Remington Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 154598
- Custodians
- E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.34%
- Individuals1.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Remington Wealth Management LLC is a small, fee-based advisory firm organized as an LLC that provides portfolio management to individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and primarily provides advice on publicly offered pooled vehicles rather than acting as an active capital allocator. Remington reports its relationships as non-discretionary, meaning clients retain trading authority while the adviser provides investment recommendations and ongoing portfolio oversight. The firm is not an ESG-focused manager, does not present itself as a multi-state adviser, and does not appear to act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
Contacts
1 of 1Richard Shu
Managing MemberCRD 4356690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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