R
$15.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
15 yrs Firm Age
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- Custodian
- E*TRADE
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-20-2010
- Office Locations
- 1
Office Locations
-- Louisville KY
About Remington Wealth Management LLC
Remington Wealth Management LLC is a Louisville-based RIA. The firm has been operating for 15 years. Managing $15.5M in total assets under management, with 1 advisory representatives. They custody assets with E*TRADE.
Team overview
67 AVG AGE
$15.5M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Owner & Executives
R
RICHARD SHU
Financial Advisor, Managing Member
- CRD
- #4356690
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,480,692 | -- |
| Total | $15,480,692 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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