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Building 2ROBERTS, GLORE & CO.

Map pinDEERFIELD, IL
Phone224-330-6980
NotebookSEC #801-20667
Total AUM
$938.4M
Employees
7
Clients
397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 LAKE COOK ROAD
SUITE 210
DEERFIELD
IL 60015
United States
Operating Hours
8:00 A.M TO 4:00 P.M.
Monday - Friday
Phone
224-330-6980

ReceiptFinancials

Total AUM
$938.4M
Accounts
1,158
Discretionary
$686.2M
Accounts
1,014
Non-Discretionary
$252.2M
Accounts
144

ContactClients

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Individual Clients
197
AUM
$84.6M
HNW Individual Clients
186
AUM
$642.2M
Pension/Profit Sharing Plan Clients
4
AUM
$9.5M
Charitable Organization Clients
6
AUM
$24.9M
Investment Advisor Clients
1
AUM
$173.3M
Corporation or Business Clients
3
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADCFLILMAMEMIMNNENHNJNYTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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