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ROBERTSON INVESTMENT MANAGEMENT
CRD 115425 · SEC 801-120446
919 MILAM ST, SUITE 500, HOUSTON, TX, 77002, United States
Phone
713-622-4077
Fax
713-624-4001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$534.1M
Discretionary AUM
$343.1M
Team
20 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)REFERRALS TO THIRD-PARTY MONEY MANAGER PORTFOLIOS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 371 | $295.1M |
| High net worth individuals | 767 | $195.0M |
| Banking/thrift institutions | 2 | $24.5M |
| Charitable organizations | 2 | $1.8M |
| Other investment advisers | 1 | $17.8M |
States served
CA, CO, LA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD