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ROBERTS, GLORE & CO.
CRD 109792 · SEC 801-20667
707 LAKE COOK ROAD, SUITE 210, DEERFIELD, IL, 60015, United States
Phone
224-330-6980
Fax
(224) 268-1043
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$938.4M
Discretionary AUM
$686.2M
Team
7 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $84.6M |
| High net worth individuals | 186 | $642.2M |
| Pension/profit sharing plans | 4 | $9.5M |
| Charitable organizations | 6 | $24.9M |
| Other investment advisers | 1 | $173.3M |
| Corporations/business entities | 3 | $4.0M |
States served
AZ, CA, DC, IL, ME, MA, MI, MN, NE, NJ, NY, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD