P.f. Roberts & Associates
P.f. Roberts & Associates is an SEC-registered ria with $25.5M assets under management (AUM, regulatory AUM), +2% over one year. See who owns P.f. Roberts & Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151711, data through 2012-08-02.
- AUM (assets under management / regulatory AUM)
- $25.5M (2012-08-02)
- Firm type
- Ria
- Employees
- 70
- CRD
- 151711
- Ownership
- ROBERTS, PATRICK, FRANCIS
How much AUM does P.f. Roberts & Associates have?
P.f. Roberts & Associates reported $25.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-08-02).
Who owns P.f. Roberts & Associates?
Disclosed owners and executives of P.f. Roberts & Associates include ROBERTS, PATRICK, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.