|
⚲
|
| Robertson Investment Management
✚
|
|
|---|---|
| CRD # | 115425 |
| SEC # | 801-120446 |
| CIK # | |
| AUM | $534.1 M (2026-03-31) |
| Employees | 8 (100% Investors, 75% Brokers) |
| Phone | 713-622-4077 |
| Address | 919 Milam St Houston, TX 77002 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 54.1 |
| (b) Individuals (high net worth individuals) | 767 | 175.0 |
| (c) Banking or thrift institutions | 2 | 24.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 17.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 779 | 273.1 |
| By Discretionary | ||
| Discretionary | 779 | 273.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 779 | 273.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.1 | |
| Total | 779 | 273.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lawrence W Kelly & Associates Inc
✚
|
CA | 0.5 |
|
Black Knight Wealth Management LLC
✚
|
0.5 | |
|
Jacksonville Wealth Management LLC
✚
|
FL | 0.5 |
|
DST Wealth Management LLC
✚
|
CA | 0.5 |
|
Pension & Wealth Management Advisors Inc
✚
|
MA | 0.5 |
|
Denver Wealth Management Inc
✚
|
CO | 0.5 |
|
Gagnon Securities LLC
✚
|
NY | 0.5 |
|
Sa Mason LLC
✚
|
MI | 0.5 |
|
Peterson Wealth Services Inc
✚
|
UT | 0.5 |
|
Noble Family Wealth LLC
✚
|
FL | 0.5 |