Rembrandt Financial Group LLC
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Overview
Rembrandt Financial Group LLC is an advisory company headquartered in Austin, Texas. The firm administers $115.4 million in assets over 433 customer accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The company has a small team, including 4 financial advisors. Rembrandt Financial Group LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, bonds and equities.
Rembrandt Financial Group LLC oversees more than half of the company's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without needing client consent. The firm also administers 80 non-discretionary accounts totaling $4.4 million in AUM. The advisory firm supervises roughly $266,513 in assets for each customer account. The typical financial advisor at Rembrandt Financial Group LLC administers around 108 client accounts.
Rembrandt Financial Group LLC's headquarters is at 248 Addie Roy Road, Austin, Texas 78746. The firm is allowed to provide services to clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rembrandt Financial Group LLC by the Numbers
$115.4 million
6
433
$266.5 thousand
Products and Services
Services that Rembrandt Financial Group LLC provides can include financial planning services and portfolio management for individuals and small businesses. In the past financial year, Rembrandt Financial Group LLC provided financial planning services to 101-250 of its accounts. It does not sell products or offer services aside from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
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.
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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.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually are based on the services provided. However, fees billed by the firm typically consist of the following fee type: asset-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors and high net worth investors. Out of its 433 clients, Rembrandt Financial Group LLC's biggest client type is retail investors, but it also manages money for 32 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 16.84%
- Other Individuals - 83.16%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rembrandt Financial Group LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Rembrandt Financial Group LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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