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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.