|
⚲
|
| Keyboard |
| Rembrandt Financial Group LLC
✚
|
|
|---|---|
| CRD # | 318415 |
| SEC # | 801-123166 |
| CIK # | |
| AUM | 188.6 M (2026-03-05) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 512-306-1314 |
| Address | 248 Addie Roy Road Austin, TX 78746 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 51.5 |
| (b) Individuals (high net worth individuals) | 54 | 137.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 188.6 |
| By Discretionary | ||
| Discretionary | 391 | 181.9 |
| Non-Discretionary | 84 | 6.6 |
| Total | 475 | 188.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.6 | |
| Total | 475 | 188.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HARA Capital LLC
✚
|
189.1 M | |
|
CFS Wealth Management LLC
✚
|
GA | 189.1 M |
|
ELM3 Financial Group LLC
✚
|
GA | 189.0 M |
|
Bledsoe Asset Management LLC
✚
|
AZ | 189.0 M |
|
Keith Hamilton Inc
✚
|
CA | 188.9 M |
|
Seed Wealth Management Inc
✚
|
188.8 M | |
|
Frank Financial Services
✚
|
CA | 188.2 M |
|
Financial Consultants Group Inc
✚
|
GA | 188.2 M |
|
Finsym Partners LLC
✚
|
188.0 M | |
|
Rothwell Investment Advisors LLC
✚
|
MA | 187.7 M |