Overview
Assets Under Management: $306 million
Headquarters: MENLO PARK, CA
High-Net-Worth Clients: 118
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 367
Discretionary Accounts: 367
Regulatory Filings
CRD Number: 308827
Last Filing Date: 2024-03-12 00:00:00
Website: https://roberts-wa.com