PROBERT INVESTMENT ADVISERS, LLC

PROBERT INVESTMENT ADVISERS, LLC is an SEC-registered investment adviser (CRD 174315). Regulatory assets under management: $15.3M.

Registration

• CRD: 174315
• Type: Registered investment adviser
• Phone: 415-272-3213
• Latest filing: 2026-03-15
• Regulatory AUM: $15.3M
• Discretionary AUM: $15.3M
• Clients: 1
• Accounts: 4

Business model

Compensation: Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174315 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search