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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-04-2015
- Office Locations
- 3
Office Locations
About Reppond Investments, Inc.
Reppond Investments, Inc. is a fee-only RIA led by Ben Reppond focused on retirement planning and ongoing portfolio management. The firm builds custom portfolios aligned to clients’ risk tolerance and capacity, aiming to limit downside in falling markets while participating in up markets. Works with clients virtually across the U.S., acts as a fiduciary with upfront fee transparency, and custody includes Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
Ben William Reppond
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6308084
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Spencer Corbett Reppond
--
- CRD
- #7595967
MICHAEL NMN TUMOLO
--
- CRD
- #4872366
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,931,841 | -- |
| Non-Discretionary | $808,393 | -- |
| Total | $46,740,234 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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