Rembert D'orazio & Fox Inc (Falls Church)

Rembert D'orazio & Fox Inc is a large advisory firm based in Falls Church. It manages $505.71 million of regulatory assets for 3,540 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 27 other states.

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

Rembert D'orazio & Fox: assets under management

The assets under management (AUM) of Rembert D'orazio & Fox Inc is $505.71 million. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $900.95 thousand in discretionary accounts and $504.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $128.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $142.88 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rembert D'orazio & 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 D'orazio & Fox Inc

Charles Ellis Rembert has been acting as President since 1 May 2004. Joseph Anthony Dorazio 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	1 Dec 1989	75% - 100%	800316
Joseph Anthony Dorazio	Treasurer	1 Dec 1989	Other	2097189
Marjorie Laws Fox	Secretary	1 Dec 1989	Other	2097177
Newton Gay Pendleton	Vice president	1 Dec 1996	Other	2138835
Charles Ellis Rembert	Vice president	1 Aug 1999	Other	2287163
Joseph Anthony Dorazio	Vice-president	1 May 2004	Other	2097189
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

Based in Falls Church

The principal office where Rembert D'orazio & 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.