Remington Wealth Management LLC

RIASEC Registered
Total AUM
$15.5M
Discretionary
$0
0% of AUM
Avg account
$2.6M
Accounts
6
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 85%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 5%85%
  • Public Funds/Mutual Funds85%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Richard Shu

    Managing MemberCRD 4356690

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth