Sign in
Create a free account
REMBERT PENDLETON JACKSON
VIENNA, VA
703-821-6655
SEC #801-117848Total AUM
$2.7B
Employees
20Clients
1,463Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1945 OLD GALLOWS ROAD
SUITE 750
VIENNA
VA 22182
United States
SUITE 750
VIENNA
VA 22182
United States
Operating Hours
9:00AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
703-821-6655
Financials
Total AUM
$2.7B
Accounts
5,377Discretionary
$1.4B
Accounts
3,053Non-Discretionary
$1.4B
Accounts
2,324
Clients
Individual Clients
727AUM
$301.9M
HNW Individual Clients
707AUM
$2.3B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$142K
Charitable Organization Clients
20AUM
$96.6M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
3AUM
$3.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAILLAMAMDMINCNENHNJNYOHORPASCTNTXVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.