JIM Roberts Investment Advisors LLC

RIAState Registered

Total AUM

$37.9M

Discretionary

0% of AUM

Avg account

$253K

Accounts

150

Employees

Advisory reps

Firm details

Headquarters: Saint Joseph, Michigan
CRD number: 169219
Website: www.jrria.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.75%
Individuals26.54%
Charitable Organizations17.2%
Pension & Profit Sharing Plans5.36%
Corporations / Businesses0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

JIM Roberts Investment Advisors LLC is a Michigan-based limited liability company that combines advisory services with brokerage and insurance activities. The firm works with individual and family clients as well as institutional clients, and functions as a capital allocator into third‑party managers. Its revenue arrangements include percentage‑of‑AUM fees alongside hourly and fixed‑fee engagements. Service lines span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection. The firm is not positioned as an active ESG investor.