JIM ROBERTS INVESTMENT ADVISORS LLC
JIM ROBERTS INVESTMENT ADVISORS LLC of ST. JOSEPH, MI is an SEC-registered investment adviser (CRD 169219). Regulatory assets under management: $37.9M.
Registration
- CRD: 169219
- Type: Registered investment adviser
- Location: 515 SHIP ST., ST. JOSEPH, MI, 49085
- Phone: 269-982-4188
- Latest filing: 2023-01-31
- Regulatory AUM: $37.9M
- Non-discretionary AUM: $37.9M
- Clients: 1
- Accounts: 150
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
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