8117 Preston Road
Suite 675
Dallas, Texas 75225
Tel: 972-713-5001
ROBERTSON OPPORTUNITY CAPITAL, LLC, formally registered with the SEC as ROBERTSON OPPORTUNITY CAPITAL, LLC. The firm was established in 01/13/2006. They have over 1 offices throughout the country.
ROBERTSON OPPORTUNITY CAPITAL, LLC is a Dallas, Texas based Financial Planning firm with nearly $301,393,454 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 118484 |
SEC# | 801-65108 |
Assets Managed by Firm | $301,393,454 |
No. of Clients | 2 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2 | $301,393,454 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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