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 registered investment adviser organized as a corporation and registered with the SEC in 2020. The firm serves both individual and family clients and institutional accounts, operating as a capital allocator that can place client capital with third-party managers. Its fee arrangements include percentage-of-AUM billing as well as fixed fees. Core advisory offerings run from financial planning and portfolio management for individuals, small businesses, and institutions to pension consulting, manager selection, and educational seminars. The firm reports relationships with other financial institutions — including banking/thrift entities and trust companies — which supports its manager-selection and fiduciary work. Rembert Pendleton Jackson was named among CNBC’s Top 100 Financial Advisory Firms in 2019.