Overview
Assets Under Management: $434 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 767
Average Client Assets: $228,161
Frequently Asked Questions
ROBERTSON INVESTMENT MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115425), ROBERTSON INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
ROBERTSON INVESTMENT MANAGEMENT is headquartered in HOUSTON, TX.
ROBERTSON INVESTMENT MANAGEMENT serves 767 high-net-worth clients according to their SEC filing dated November 22, 2024. View client details ↓
According to their SEC Form ADV, ROBERTSON INVESTMENT MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
ROBERTSON INVESTMENT MANAGEMENT manages $434 million in client assets according to their SEC filing dated November 22, 2024.
According to their SEC Form ADV, ROBERTSON INVESTMENT MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 767
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.09
Average High-Net-Worth Client Assets: $228,161
Total Client Accounts: 1,971
Discretionary Accounts: 702
Non-Discretionary Accounts: 1,269
Regulatory Filings
CRD Number: 115425
Last Filing Date: 2024-11-22 00:00:00
Website: https://fincompliance.io