Remy Investors & Consultants, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Remy Investors & Consultants, LLC
Overview
Remy Investors & Consultants, LLC is a financial advisor firm headquartered in Los Angeles, California. Remy Investors & Consultants, LLC manages $781.5 million in total assets throughout 27 customer accounts, making it one of the larger financial advisory firms in the country by assets under management (AUM). The company has a small team, including 6 financial advisors. Remy Investors & Consultants, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as bonds, options and stocks.
Remy Investors & Consultants, LLC manages more than half of the company's client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by an investment advisor without requiring client authorization. The firm also administers 11 non-discretionary accounts with a total of $351.0 million in assets under management. The investment advisory firm oversees about $28.9 million in assets for every account. The average advisor at Remy Investors & Consultants, LLC manages about five client accounts, placing it among the most personalized firms in the country.
Remy Investors & Consultants, LLC's main office is at 1801 Century Park East, Suite 1111, Los Angeles, California 90067-2313. The firm is permitted to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Remy Investors & Consultants, LLC by the Numbers
$781.5 million
6
27
$28.9 million
Products and Services
Remy Investors & Consultants, LLC provides a number of services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Remy Investors & Consultants, LLC does not sell products or offer services apart from investment advice to its investment advisory accounts.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically vary depending on the type of services offered. Fees charged by the firm can consist of some blend of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Remy Investors & Consultants, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with high net worth investors, pooled investment vehicles, charitable organizations and corporations. Out of its 27 customers, Remy Investors & Consultants, LLC's largest client type is high net worth investors, though it also manages money for 12 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 44.44%
- Other Individuals - 0%
- Corporations - 29.63%
- Charitable Organizations - 25.93%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Remy Investors & Consultants, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.