Rembert Group, Inc. (Falls Church)

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

Rembert Group, Inc. is a large advisory firm based in Falls Church. It manages $1.28 billion of regulatory assets for 4,438 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Colorado, and 16 other states.

Rembert Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, educational seminars and workshops, and business consulting. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rembert Group: assets under management

The assets under management (AUM) of Rembert Group, Inc. is $1.28 billion. The firm's AUM has grown by 142% since the beginning of its operation, and $771.68 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $67.04 million in discretionary accounts and $1.21 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $215.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $293.47 thousand.

Rembert Group has custody of $112.44 million in cash and securities for 183 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 87% of the total AUM. The second-largest asset type is exchange traded securities, which make up 6% of the firm’s portfolio. Investments in government bonds form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rembert Group, Inc. for their services and products based on a percentage of assets under management 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.

What kind of clients Ethan Abba Seidel serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Ethan Abba Seidel is high net worth individuals with 404 clients and $897.03 million of assets under management. Among the 9 most similar advisory firms, Rembert Group has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.28 billion for 1,374 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Rembert Group doesn't advise any private funds.

Careers at Rembert Group, Inc.

The company employs 14 people that are either part- or full-time employees. 79 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Ethan Abba Seidel has been acting as President since 1 May 2004. Charles Ellis Rembert joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Mosby Rembert	President/ceo	1 Dec 1989	Other	800316
Ethan Abba Seidel	Director	1 May 2004	Other	4815431
Kenneth Richard Gill	Director	1 May 2004	Other	800315
Charles Ellis Rembert	Secretary/director	1 May 2004	25% - 50%	2287163
Newton Gay Pendleton	Treasurer/director	1 May 2004	25% - 50%	2138835
Donald Mosby Rembert	Chief compliance officer	1 Oct 2004	75% - 100%	800316
Dwayne Anthony Jackson	Vice president/director	1 Jan 2006	Other	2115621
Leslie David Irby	Vice president	1 Apr 2013	Other	2510975
Charles Ellis Rembert	Chief compliance officer	1 Mar 2015	25% - 50%	2287163

Based in Falls Church

The principal office where Rembert Group, Inc. performs its advisory services is located at 7647 Leesburg Pike, Falls Church, VA 22043, which is also the mailing address of the firm. 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 rpjadvisors.com and its LinkedIn profile.