Overview
Assets Under Management: $988 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 193
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 249
Discretionary Accounts: 249
Regulatory Filings
CRD Number: 128093
Last Filing Date: 2024-06-12 00:00:00
Website: https://robotti.com