RIA Intel›Advisers›Virginia›REMBERT GROUP, INC.

REMBERT GROUP, INC.

Advisory

N·FALLS CHURCH, VA

Data as of Mar 27, 2019 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

-3.7%

3-Year CAGR

+5.0%

Employees

11

Assets Under Management

Total AUM$1.3B

Discretionary AUM$67M

Non-Discretionary AUM$1.2B

Discretionary %5.2%

Total Clients—

Team

Total Employees11

Investment Advisers14

Employee Growth (1Y)—

Filing History

Total Filings on Record43

First FilingJan 31, 2001

Latest FilingMar 27, 2019

🔒 Full AUM trend chart and 43 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on REMBERT GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.