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REMY INVESTORS & CONSULTANTS INCORPORATED

Advisory

Y·LOS ANGELES, CA

Data as of Mar 30, 2023 · Source: SEC Form ADV

Total AUM
$782M
1-Year AUM Growth
+34.9%
3-Year CAGR
+44.8%
Employees
6
Assets Under Management
Total AUM$782M
Discretionary AUM$431M
Non-Discretionary AUM$351M
Discretionary %55.1%
Total Clients—
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingFeb 7, 2012
Latest FilingMar 30, 2023
🔒 Full AUM trend chart and 17 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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