P.F. Roberts & Associates
Firm details
- Headquarters
- ,
- CRD number
- 151711
- Website
- pfrobertsandassociates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI80.01%
- Corporations / Businesses14.09%
- Individuals5.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
P.F. Roberts & Associates is a privately owned corporate registered adviser that serves both individual/family clients and institutional accounts. The firm provides portfolio management for individuals, small businesses, and institutional clients, and lists pension consulting among its advisory activities. Its compensation model combines a percentage-of-AUM fee with the option for hourly billing. The adviser does not position itself as a capital allocator, does not identify as an active ESG investor, and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Contacts
1 of 1
Patrick Roberts
CCOCRD 1426307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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