Matthew
Rembish

Onedigital Investment Advisors

CRD#6735217
Investment Advisor
in Boonton, NJ

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About this Advisor

Matthew Rembish is a financial advisor based in Boonton, New Jersey, working with Onedigital Investment Advisors. Matthew has previously held positions at Dairy Queen, Target, Linden Summer Camp, Jfl Total Wealth Management, Apw Capital, Inc, and Onedigital Investment Advisors, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Matthew is part of Onedigital Investment Advisors, which operates out of Boonton, New Jersey. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

305 West Main Street Suite 1151
Boonton, NJ 07005

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

NJ Average: $2,243,162,756
Total Number of Employees

550

NJ Average: 44
Total Number of Accounts

57,121

NJ Average: 4,091
Average Account Size

$1,875,008

NJ Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Matthew Rembish Work History

2022 - Present (2 years)

Onedigital Investment Advisors, LLC

2019 - 2022 (3 years)

Apw Capital, Inc

2017 - 2022 (5 years)

Jfl Total Wealth Management

2016 - 2016 (< 1 year)

Target

2015 - 2016 (1 year)

Linden Summer Campt

2013 - 2014 (1 year)

Dairy Queen

Disclosures

Please visit the SEC profile of Matthew Rembish to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onedigital Investment Advisors

Robert Bockel
Overland Park, KS
Ryan Boyle
Walnut Creek, CA
Christopher Benson
Centennial, CO
Larry O'Callaghan
Solvang, CA
Jonas Boyer
Overland Park, KS
Gregory Bremer
Overland Park, KS
John Carey
Overland Park, KS
Shemar Etienne
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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