REPEX INVESTMENT MANAGEMENT CO., INC.
Firm details
- Headquarters
- CLOSTER, New Jersey
- CRD number
- 123647
- Website
- www.repexinvestments.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.09%
- Individuals24.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Repex Investment Management Co, Inc. is a small, fee-based advisory firm that manages discretionary portfolios for individual and family clients and small businesses. The firm shows a clear preference for equity exposure, with exchange-traded equities forming its largest single asset sleeve. Repex operates as an individual-owned corporation focused on portfolio management rather than running pooled or third‑party alternative funds. Its practice emphasizes liquid, market-traded instruments and mutual funds as the primary building blocks of client portfolios, and the adviser does not identify itself as an active ESG investor.
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
- Exchange Traded Equities40%
- US Government Bonds20%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents15%
- State & Local Bonds5%
Contacts
2 of 2DAVID SOKOLOWER
PresidentCRD 1399706
DOUGLAS SOKOLOWER
Financial AdvisorCRD 1719684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLOSTER, NJ
BERGEN
Location
CLOSTER, NJ
Headquartered in CLOSTER, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 550 Durie Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SHORE FINANCIAL PLANNING
RIAMONMOUTH BEACH, NJ
GROESBECK INVESTMENT MANAGEMENT CORP
RIAPARAMUS, NJ
AUGULIS FINANCIAL FIRM, L.L.C.
RIAWARREN, NJ
BEACON HILL PRIVATE WEALTH LLC
RIASUMMIT, NJ
MAIN STREET FINANCIAL LIFE ADVISORS, LLC
RIAMOORESTOWN, NJ
JEDI MANAGEMENT, INC.
RIAENGLEWOOD CLIFFS, NJ