Remkes, Wolfgang Hans Jurgen (Campbell)

Remkes, Wolfgang Hans Jurgen is an adviser based in Campbell. It manages $105 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

Remkes, Wolfgang Hans Jurgen provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Remkes, Wolfgang Hans Jurgen: assets under management

The assets under management (AUM) of Remkes, Wolfgang Hans Jurgen is $105 thousand. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Remkes, Wolfgang Hans Jurgen for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Remkes, Wolfgang Hans Jurgen serves?

The only and largest group of clients of Remkes, Wolfgang Hans Jurgen is individuals with 1 clients and $105 thousand of assets under management. Among the 0 most similar advisory firms, Remkes, Wolfgang Hans Jurgen has the 0th lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $105 thousand for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Remkes, Wolfgang Hans Jurgen doesn't advise any private funds.

Careers at Remkes, Wolfgang Hans Jurgen

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wolfgang Hansjurgen Remkes	Ceo and chief compliance officer	1 Jun 1993	75% - 100%	1218228

Based in Campbell

The principal office where Remkes, Wolfgang Hans Jurgen performs its advisory services is located at 55 North Third Street Ste. 200, Campbell, CA 95008 The mailing address of the firm is Po Box 1825, Campbell, CA 95009 1825. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-376-0660 or by fax 408-376-0440. The normal business hours are 8:30 - 5:30 on Monday - Friday.