ROBERTSON INVESTMENT MANAGEMENT

RIASEC RegisteredEst. 2021

Total AUM

$534M

Discretionary

$343M

64% of AUM

Avg account

$467K

Accounts

1,143

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 115425
Registered since: April 2, 2021
Website: robertsoninvestmentmanagement.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals55.25%
HNWI36.51%
Banking / Thrift Institutions4.59%
Other Investment Advisers3.33%
Charitable Organizations0.33%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Robertson Investment Management is an independent, SEC-registered wealth advisory firm organized as an LLC and operating under a fee model tied to assets under management. The firm serves both individual/family clients and institutional accounts, providing financial planning and portfolio management for individuals and small businesses. In addition to advisory work, Robertson Investment Management personnel act as registered representatives of a broker-dealer and operate as insurance brokers and sellers of other financial products. The adviser does not list ESG investing as an area of active emphasis and is not presented as a multi-state adviser or pension consultant.