|
⚲
|
| Roberts Glore & Co
✚
|
|
|---|---|
| CRD # | 109792 |
| SEC # | 801-20667 |
| CIK # | |
| AUM | $714.0 MM (2023-02-22) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 224-330-6980 |
| Address | 707 Lake Cook Road Deerfield, IL 60015 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 72.6 |
| (b) Individuals (high net worth individuals) | 169 | 477.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 6.0 |
| (h) Charitable organizations | 5 | 16.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 138.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,093 | 714.0 |
| By Discretionary | ||
| Discretionary | 926 | 515.9 |
| Non-Discretionary | 167 | 198.2 |
| Total | 1,093 | 714.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 714.0 | |
| Total | 1,093 | 714.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fierston Financial Group Inc
✚
|
CT | 0.7 |
|
Stephens Consulting LLC
✚
|
MI | 0.7 |
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 0.7 |
|
Timescale Financial Inc
✚
|
MA | 0.7 |
|
LWMG LLC
✚
|
MN | 0.7 |
|
Lafayette Investments Inc
✚
|
MD | 0.7 |
|
Naviter Wealth LLC
✚
|
AR | 0.7 |
|
Sprinkle Financial Consultants LLC
✚
|
CO | 0.7 |
|
Investment Advisory Group LLC
✚
|
MA | 0.7 |
|
Violich Capital Management
✚
|
CA | 0.7 |