Overview
Assets Under Management: $733 million
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 11
Average Client Assets: $53.5 million
Frequently Asked Questions
REX CAPITAL ADVISORS, LLC 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 #123796), REX CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
REX CAPITAL ADVISORS, LLC is headquartered in PROVIDENCE, RI.
REX CAPITAL ADVISORS, LLC serves 11 high-net-worth clients according to their SEC filing dated June 29, 2018. View client details ↓
According to their SEC Form ADV, REX CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
REX CAPITAL ADVISORS, LLC manages $733 million in client assets according to their SEC filing dated June 29, 2018.
According to their SEC Form ADV, REX CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.33%
Average Client Assets: $53.5 million
Total Client Accounts: 707
Discretionary Accounts: 633
Non-Discretionary Accounts: 74
Regulatory Filings
CRD Number: 123796
Filing ID: 1226947
Last Filing Date: 2018-06-29 10:30:00