CRD: 123647
Repex Investment Management Co., Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-16-1998
- Office Locations
- 1
Office Locations
About Repex Investment Management Co., Inc.
Repex Investment Management Co., Inc. is a retail-focused RIA providing discretionary portfolio management for individuals and retirement plan assets, including individual accounts, IRAs/rollovers, and pension/profit-sharing plans (including 401(k) transfers). Portfolios are typically conservatively managed for growth with large- and mid-cap stocks and balanced with bonds to fit risk tolerance and goals like retirement and education. Custody includes Fidelity/NFS; the firm spans three generations.
Team overview
Insights
Custodian
Services
Technology
Owner & Executives
DAVID MICHAEL SOKOLOWER
President
- CRD
- #1399706
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DOUGLAS MARK SOKOLOWER
Equity Analyst, Financial Advisor
- CRD
- #1719684
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,600,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing