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Home > Retirement Planners > illinois > deerfield > ROBERTS, GLORE & CO.
ROBERTS, GLORE & CO.
707 Lake Cook Road
Suite 210
Deerfield, Illinois 60015
Tel: 224-330-6980
About ROBERTS, GLORE & CO.
ROBERTS, GLORE & CO, formally registered with the SEC as ROBERTS, GLORE & CO. The firm was established in 03/13/1984. They have over 1 offices throughout the country.
ROBERTS, GLORE & CO. is a Deerfield, Illinois based Financial Planning firm with nearly $847,764,159 assets under management, offering retirement planning & investment advisory services to 1116 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109792 |
| SEC# | 801-20667 |
| Assets Managed by Firm | $847,764,159 |
| No. of Clients | 1116 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1116 | $847,764,159 |
| Individuals (other than high net worth individuals) | 200 | $83,329,843 |
| High net worth individuals | 176 | $567,841,986 |
| Pension and profit sharing plans | 4 | $8,558,904 |
| Charitable organizations | 6 | $21,512,098 |
| Other investment advisers | 1 | $161,734,064 |
| Corporations or other businesses | 3 | $4,787,264 |
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|---|---|---|---|
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