Rembert Pendleton & Fox, Inc. (Falls Church)

Name: Rembert Pendleton & Fox, Inc.
Address: 7647 Leesburg Pike, Falls Church, VA, 22043
Telephone: 703-821-6655

Rembert Pendleton & Fox, Inc. is a large advisory firm based in Falls Church. It manages $529.06 million of regulatory assets for 2,429 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 27 other states.

Rembert Pendleton & Fox provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rembert Pendleton & Fox: assets under management

The assets under management (AUM) of Rembert Pendleton & Fox, Inc. is $529.06 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.95 million in discretionary accounts and $522.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $772.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $215.75 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rembert Pendleton & Fox, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rembert Pendleton & Fox, Inc.

Donald Mosby Rembert has been acting as President since 1 Dec 1989. Dwayne Anthony Jackson joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Mosby Rembert	President/ceo/chief compliance officer	1 Dec 1989	75% - 100%	800316
Marjorie Laws Fox	Shareholder	1 Dec 1989	Other	2097177
Marjorie Laws Fox	Vice-president	1 May 2004	Other	2097177
Charles Ellis Rembert	Secretary/director	1 May 2004	Other	2287163
Newton Gay Pendleton	Treasurer/director	1 May 2004	Other	2138835
Ethan Abba Seidel	Director	1 May 2004	Other	4815431
Kenneth Richard Gill	Director	1 May 2004	Other	800315
Donald Mosby Rembert	Chief compliance officer	1 Oct 2004	75% - 100%	800316
Dwayne Anthony Jackson	Vice president	1 Jan 2006	Other	2115621

Based in Falls Church

The principal office where Rembert Pendleton & Fox, Inc. performs its advisory services is located at 7647 Leesburg Pike, Falls Church, VA 22043, which is also the mailing address of the firm. An additional office of the firm is in Leesburg, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-821-6655 or by fax 703-821-2928. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.rdfadvisors.com.