$2.7B Total AUM
$1.4B Disc. AUM
17.1% 3Y CAGR
20 Employees
1,466 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2020
- Office Locations
- 1
Office Locations
1945 OLD Gallows Road Suite 750 Vienna VA
About Rembert Pendleton Jackson
Rembert Pendleton Jackson is a Vienna-based RIA. The firm has been operating for 6 years. Managing $2.7B in total assets under management, with 15 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
44 AVG AGE
$181.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5.1 yrs AVG TENURE
20 Employees
15 Advisory Reps
15 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ANH NGOC LAM
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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NEWTON GAY PENDLETON III
DIRECTOR, Principal
- CRD
- #2138835
- Ownership
- Less than 5%
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Showing 2 of 4 owners & executives
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B
Bob Brafo Amoako
Advisor
- CRD
- #7318547
Available
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J
JEFFREY ALLEN CANAVAN
Director of Investments
- CRD
- #4559593
Available
Available
Available
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,353,462,826 | $443,322 |
| Non-Discretionary | $1,372,246,376 | $590,467 |
| Total | $2,725,709,202 | $506,920 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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