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Building 2ROBERTSON INVESTMENT MANAGEMENT

Map pinHOUSTON, TX
Phone713-622-4077
NotebookSEC #801-120446
Total AUM
$534.1M
Employees
20
Clients
1,143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
919 MILAM ST
SUITE 500
HOUSTON
TX 77002
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
713-622-4077

ReceiptFinancials

Total AUM
$534.1M
Accounts
1,143
Discretionary
$343.1M
Accounts
844
Non-Discretionary
$191.1M
Accounts
299

ContactClients

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Individual Clients
371
AUM
$295.1M
HNW Individual Clients
767
AUM
$195M
Banking Clients
2
AUM
$24.5M
Charitable Organization Clients
2
AUM
$1.8M
Investment Advisor Clients
1
AUM
$17.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
REFERRALS TO THIRD-PARTY MONEY MANAGER PORTFOLIOS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLANYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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