RIA Intel›Advisers›Michigan›JIM ROBERTS INVESTMENT ADVISORS LLC

JIM ROBERTS INVESTMENT ADVISORS LLC

Advisory

ST. JOSEPH, MI

Data as of Jan 31, 2023 · Source: SEC Form ADV

Average account

$253K

across 150 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 31, 2023.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$0

Non-Discretionary AUM$38M

Discretionary %0%

Total Clients150

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

150 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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