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Wolfgang H J Remkes (Campbell)


Wolfgang H J Remkes is a large advisory firm based in Campbell. It manages $125 million of regulatory assets for 395 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Tennessee, and Washington.




Wolfgang H J Remkes provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wolfgang H J Remkes: assets under management

The assets under management (AUM) of Wolfgang H J Remkes is $125 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $90 million in discretionary accounts and $35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $409.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wolfgang H J Remkes for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Campbell

The principal office where Wolfgang H J Remkes 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. An additional office of the firm is in Shafter, CA. 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 - 4:30 on Monday - Friday.


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