REPEX INVESTMENT MANAGEMENT CO., INC.

RIASEC Registered
Total AUM
$54.6M
Discretionary
$54.6M
100% of AUM
Avg account
$925K
Accounts
59
Employees
2
Advisory reps
2

Firm details

Headquarters
CLOSTER, New Jersey
CRD number
123647
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI75.09%
  • Individuals24.91%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, US Government Bonds 20%, Non-Exchange Traded Equities 15%, Cash & Cash Equivalents 15%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%40%
  • Exchange Traded Equities40%
  • US Government Bonds20%
  • Non-Exchange Traded Equities15%
  • Cash & Cash Equivalents15%
  • State & Local Bonds5%

Contacts

2 of 2
  • DAVID SOKOLOWER

    PresidentCRD 1399706

  • DOUGLAS SOKOLOWER

    Financial AdvisorCRD 1719684

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth