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Natalina Circelli

Advisor at Rempart Asset Management

Updated today

Credentials

None found

Experience

5 years

Location

Remote

Rempart Asset Management logo

Rempart Asset Management

Team

Total advisors

1

Clients per advisor

462 Very High

Avg AUM per client

$1,429,002 High

HNW client ratio

100% Very High

About

Natalina Circelli is a financial advisor with Rempart Asset Management and holds four years of industry experience. She has been with Rempart Asset Management since 2010. Rempart Asset Management is a Canadian SEC-registered investment adviser serving individuals, private corporations, and foundations. The firm manages discretionary portfolios using three principal model portfolios, emphasizing long-term holdings, quality, and conservative risk management based on in-house fundamental research focused on corporate free cash flow.

Client services

Based on Rempart Asset Management

Portfolio management

Expertise

Based on Rempart Asset Management

Active portfolio management Wealth management

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Fee options

Percentage

1.0% annually

Other

Account minimum: $300,000

Most active in

Texas

Work history

5 years of industry experience

Rempart Asset Management

2010 - Present • 16 years

Montreal

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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