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ROBERTSON INVESTMENT MANAGEMENT
919 Milam St
Suite 500
Houston, Texas 77002
Tel: 713-622-4077
About ROBERTSON INVESTMENT MANAGEMENT
ROBERTSON INVESTMENT MANAGEMENT, formally registered with the SEC as ROBERTSON INVESTMENT MANAGEMENT. The firm was established in 04/02/2021. They have over 1 offices throughout the country.
ROBERTSON INVESTMENT MANAGEMENT is a Houston, Texas based Financial Planning firm with nearly $434,418,252 assets under management, offering retirement planning & investment advisory services to 1971 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115425 |
| SEC# | 801-120446 |
| Assets Managed by Firm | $434,418,252 |
| No. of Clients | 1971 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (REFERRALS TO THIRD-PARTY MONEY MANAGER PORTFOLIOS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1971 | $434,418,252 |
| Individuals (other than high net worth individuals) | 931 | $197,201,614 |
| High net worth individuals | 300 | $152,790,000 |
| Pension and profit sharing plans | 2 | $25,239,000 |
| Corporations or other businesses | 5 | $59,187,638 |
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