P.F. ROBERTS & ASSOCIATES

P.F. ROBERTS & ASSOCIATES of HOLLYWOOD, FL is an SEC-registered investment adviser (CRD 151711). Regulatory assets under management: $81.4M.

Registration

• CRD: 151711
• SEC file number: 801-70664
• Type: Registered investment adviser
• Location: 2324 HOLLYWOOD BLVD., HOLLYWOOD, FL, 33020
• Phone: (954) 454-7028
• Latest filing: 2026-02-23
• Regulatory AUM: $81.4M
• Discretionary AUM: $7.3M
• Non-discretionary AUM: $74.0M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151711 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search