G. A. Repple & Company is a large advisory firm based in Casselberry. It manages $252.9 million of regulatory assets for 1,709 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 44 other states.
G. A. Repple & Company provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of G. A. Repple & Company is $252.9 million. The firm's AUM has grown by 705% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay G. A. Repple & Company for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and corporations or other businesses. The largest group of clients of G. A. Repple & Company is individuals with 1,691 clients and $249.85 million of assets under management. Among the 10 most similar advisory firms, G. A. Repple & Company has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $252.9 million for 1,709 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.
G. A. Repple & Company doesn't advise any private funds.
The company employs 80 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. 55 employees are registered as investment adviser representatives 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.
The principal office where G. A. Repple & Company performs its advisory services is located at 101 Normandy Road, Casselberry, FL 32707, which is also the mailing address of the firm. An additional office of the firm is in Beavercreek, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-339-9090 or by fax 407-339-9091. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at garepple.com.