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| Keyboard |
| Roberts Glore & Co
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|---|---|
| CRD # | 109792 |
| SEC # | 801-20667 |
| CIK # | 0001017115 |
| AUM | 938.4 M (2026-03-05) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 224-330-6980 |
| Address | 707 Lake Cook Road Deerfield, IL 60015 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001017115 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.4 | ||
| Microsoft Corp | 15.0 | ||
| Alphabet Inc | 14.0 | ||
| Johnson & Johnson | 12.5 | ||
| Alphabet Inc | 10.0 | ||
| AbbVie Inc | 6.5 | ||
| Sprott Physical Gold & Silver Trust | 6.0 | ||
| Amazon Com Inc | 5.7 | ||
| Abbott Laboratories | 5.4 | ||
| PepsiCo Inc | 4.9 | ||
| Nvidia Corp | 4.6 | ||
| Stryker Corp | 4.6 | ||
| United Technologies Corp /DE/ | 4.3 | ||
| Cisco Systems Inc | 4.2 | ||
| Wal Mart Stores Inc | 4.1 | ||
| Expeditors International of Washington Inc | 3.6 | ||
| Illinois Tool Works Inc | 3.2 | ||
| Norfolk Southern Corp | 3.2 | ||
| ASML Holding NV | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 84.6 |
| (b) Individuals (high net worth individuals) | 186 | 642.2 |
| (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 | 4 | 9.5 |
| (h) Charitable organizations | 6 | 24.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 173.3 |
| (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 | 3 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,158 | 938.4 |
| By Discretionary | ||
| Discretionary | 1,014 | 686.2 |
| Non-Discretionary | 144 | 252.2 |
| Total | 1,158 | 938.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 938.4 | |
| Total | 1,158 | 938.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001017115] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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935.3 M | |
|
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|
Uniting Wealth Partners LLC
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