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JIM ROBERTS INVESTMENT ADVISORS LLC
CRD 169219
515 SHIP ST., SUITE 211, ST. JOSEPH, MI, 49085, United States
Phone
269-982-4188
Fax
269-982-4189
Registration
— (—)
Source
State registered
Total AUM
$37.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 150 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2023-01-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $10.1M |
| High net worth individuals | 20 | $19.2M |
| Pension/profit sharing plans | 3 | $2.0M |
| Charitable organizations | 2 | $6.5M |
| Corporations/business entities | 1 | $55K |
All web addresses on file
Official SEC filing: View on IAPD