Overview
Assets Under Management: $782 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 12
Average Client Assets: $25.4 million
Frequently Asked Questions
REMY INVESTORS & CONSULTANTS INCORPORATED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135275), REMY INVESTORS & CONSULTANTS INCORPORATED is subject to fiduciary duty under federal law.
REMY INVESTORS & CONSULTANTS INCORPORATED is headquartered in LOS ANGELES, CA.
REMY INVESTORS & CONSULTANTS INCORPORATED serves 12 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, REMY INVESTORS & CONSULTANTS INCORPORATED offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
REMY INVESTORS & CONSULTANTS INCORPORATED manages $782 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, REMY INVESTORS & CONSULTANTS INCORPORATED serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.95%
Average Client Assets: $25.4 million
Total Client Accounts: 27
Discretionary Accounts: 16
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 135275
Filing ID: 1735879
Last Filing Date: 2023-03-30 19:15:00