JIM ROBERTS INVESTMENT ADVISORS LLC

RIASEC 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 operates as a limited liability company, focusing on providing a range of financial services to both individual and institutional clients. The firm engages in various activities, including financial planning, portfolio management, and pension consulting. While Jim Roberts Investment Advisors LLC does not position itself as an active ESG investor, it does utilize a diverse fee structure that includes percentage of assets under management, hourly charges, and fixed fees. The firm also acts as a broker-dealer and has affiliations with insurance companies, further broadening its service offerings.